Legacy and Estate Planning – Educational Workshops

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Legacy and Estate Planning – Educational Workshops

August 13 @ 3:00 pm - 4:00 pm

Legacy and Estate Planning

  • How do I know if I need a living trust?
  • What is a living trust?
  • How do I appropriately fund my estate?
  • Should all of my assets be owned in the trust for maximum protection and flexibility?
  • Do I need life insurance?
  • Are there other options to the high cost of long-term care coverage?
  • Is a trust necessary to protect my posterity from probate?
  • How can I protect my assets from creditor’s claims?
  • How can I protect my investments from high, over-charged fees?
  • How do I protect my Inherited IRAs so they are not taken from my posterity?
  • Is there an asset class that provides protection from down-turns in the market?
  • How can I protect my estate from long-term care stay without owning long-term care coverage?
  • What exit strategies are available to protect my estate’s assets?
  • Why is it so important to have your existing documents reviewed periodically?

Coffee, tea, pies, and pastries will be served as a light refreshment during the event.


August 13
3:00 pm - 4:00 pm
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Jim Kersey


Rocklin Public Library
4890 Granite Drive
Rocklin, CA 95677 United States
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