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Wills & Wine

Wed, Feb 19

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Altisima Winery

🍷 Join estate planning attorney Matt Bushman for a free afternoon of wine and expert advice tailored to retirees on securing your legacy and protecting your loved ones!

Wills & Wine
Wills & Wine

Time & Location

Feb 19, 2025, 1:30 PM – 2:30 PM

Altisima Winery, 37440 De Portola Rd, Temecula, CA 92592, USA

Guests

About the event

“🍷 Join estate planning attorney Matt Bushman for a FREE afternoon of wine and expert advice tailored to retirees.

Here’s what you’ll learn:

• How to create a comprehensive estate plan to protect your assets.

• The difference between wills and trusts, and which is right for you.

• Strategies to avoid probate and minimize taxes.

• Steps to ensure your loved ones are cared for according to your wishes.


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