What You Need To Know About Estate Planning To Protect What You Cherish Most

When:
Wednesday, February 12, 2014
12:00 pm – 1:00 pm
Lunch will be served

Location:
Napa Conference Room
4040 Civic Center Dr., Suite 200
San Rafael, CA 94903

Contact:
Greg Tull Meritas Advisors, LLC
(415) 690-8547
greg@meritasadvisors.com

Estate planning attorney Nadine Aarsheim will answer the questions clients most frequently ask her, including:

  • “Estate planning” sounds depressing and complicated. Can’t I just skip it?
  • Why wouldn’t I just pass my property to my surviving spouse? S/he’ll know what to do.
  • Why wouldn’t my spouse and I want our kids to have full control over the money we leave them as soon as we pass away? I don’t want to be a control freak about it.
  • If I leave money in trust for my kids, should the trustee of the trust be the guardian?
  • I know I’m supposed to avoid probate of my assets, but I’m not sure why…
  • What’s the difference between a “power of attorney” and a trust?
  • What’s the difference between a will and a trust?
  • Q&A to follow

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