WiseIntro Portfolio
Estate Planning Workshop | WiseIntro Portfolio

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Estate Planning Workshop | WiseIntro Portfolio

Estate Planning Workshop

There’s no certainty as to what can happen in the next few years or decades. And because of this, parents should be more vigilant and keen on how they plan their estate for the welfare of their children.

Event Disclaimer: This event does not belong to Insurance Hero. We are promoting this event as it relates to the aim of our website, products, and services. If you wish to view the actual event, please visit the organizer's official event page listed below:  
https://www.eventbrite.com/e/estate-planning-for-families-tickets-59334768891?aff=ebdssbdestsearch


A lot of parents tend to shy away from talking about planning their estate early but there are many benefits as to why every parent should know exactly what’s going to happen to the children they leave behind should the unexpected happens.

In this workshop called Estate Planning for Families, parents will be taught how to safeguard their children’s future through customized guardianship nomination. Not only that, couples will also be given professional advice on how to settle health care directives for their children above 18 years old. There will also be talks on inheritance, the difference between a will and a trust, plus lessons on creating an estate with life insurance.

Ever wonder what happens when a person dies without an estate plan? This workshop will address that question as well, together with many others.

WHEN:
Tue, May 14, 2019
12:00 PM – 1:00 PM PDT

WHERE:
Umpqua Bank
450 Sansome Street #120
San Francisco, California 94111
United States

Register now so you’ll gain insight on managing your estate and your properties, or knowing the most appropriate mortgage size if you’re still starting your family or are looking for a home for the first time. Also find out how technology and insurance work hand in hand to better cater the needs of their clients.

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