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Mon, Aug 28

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Temecula

Estate Planning Class

As we step into the months of July, August, and September, it's the perfect time to gear up for estate planning season. Join us for an informative session where we'll delve into the critical aspects of estate planning and how it can safeguard your legacy for generations to come.

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Estate Planning Class
Estate Planning Class

Time & Location

Aug 28, 2023, 10:00 AM – 11:30 AM

Temecula, 31285 Temecula Pkwy suite 235, Temecula, CA 92592, USA

About the event

During this session, our experienced estate planning experts will guide you through the essential components of creating a comprehensive estate plan. From wills and trusts to health care directives and beneficiary designations, we'll cover all the key elements to ensure your wishes are carried out precisely as you envision.

Estate planning isn't just about finances; it's about preserving your values and protecting your loved ones. Our team will discuss the significance of naming guardians for minor children, planning for long-term care, and avoiding probate to minimize costs and streamline the distribution of assets.

Whether you're just starting your estate plan or looking to update an existing one, this session will provide valuable insights and actionable steps to create a plan that aligns with your unique needs and goals.

We understand that estate planning can be complex, but we're here to simplify the process and empower you to make informed decisions. Your legacy matters, and we're committed to helping you leave a lasting impact on the people and causes you care about most.

Don't miss this exclusive opportunity to learn from our seasoned professionals and gain the confidence to take charge of your estate planning journey.

Let's make the most of estate planning season during July, August, and September, and ensure your legacy is secure and cherished for generations to come!

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