Trust Seminar Thursday April 30, 2026
A Living Trust is so so important. Without a Living Trust the estate must go thru probate if assets are over $165,000. Probate is costly and time consuming. If you have a trust, come to learn about new laws that might affect your trust. If you don't have a trust, no matter what age you are a Living Trust is a must.
FREE Trust Seminar

Thursday April 30
Time: 6:30PM-7:30PM Doors open at 6:00PM
Place: Millbrae Library -1 Library Ave, Millbrae, CA
Please let me know if you plan on making it.
Planning ahead doesn’t have to be complicated. Discover how a living trust simplifies things for your family. Keep your wishes clear, and offer more benefits, protection, and tax savings than a will. I am such a believer in a living trust. You are never too young to have a living trust. I have seen the financial consequences of not having a trust and the extended time frame to distribute the deceased assets. It can always be changed. Do it now and change it when life changes. If you already have a trust, you should also attend to learn how some legal and tax changes might have affected your personal trust.