COFFEE WITH ESTHER: OCTOBER SEMINAR SERIES DAY 2: ESTATE PLANNING FOR THE BANK ACCOUNTS, INVESTMENT ACCOUNTS AND RETIREMENT ASSETS
TIME: 10:00 AM – 11:00 AM (PDT)
SEMINAR DETAILS: Estate planning seminar Day 2, Esther will discuss:
Find out why sometimes it is a good idea to add a child’s name on your accounts to avoid probate, and why sometimes it is a bad idea.
Find out the income tax consequences when you add a child onto your investment accounts.
Find out the new law concerning inherited IRA and other retirement accounts.
How you can keep your retirement accounts, regardless of the amount, and still qualify for Medi-Cal benefits to pay for your long-term care cost
LINK: Register in advance for this meeting: