Financial Well-Being Seminars

We encourage you to attend our no-obligation, complimentary seminars to get answers to your financial questions and continue your journey toward improved financial well-being.

Complimentary Seminar: Living Trust and Estate Planning

The majority of Americans have no plan in place to preserve, manage, and transfer their wealth upon death or incapacity. In California, if you die owning more than $50,000 in real estate property and $150,000 in personal property, whether you have a Will or not, your estate could be subject to the costs, delays, and publicity of probate. Don't be caught off-guard.

Join our free seminar. Seats are limited so reserve your seats via the online form provided below.

What you'll learn in the seminar:

• How to avoid the pitfalls of using joint ownership as a way to transfer property
• How to choose the right person to make decisions for you in case of a medical emergency
• How to nominate guardians and provide for minor children
• How to distribute assets according to your wishes
• How to establish a Living Trust to avoid probate

To schedule a FREE Appointment with Natalie Spiwak, a Certified Citadel Estate Planner, call (323) 251-7059 or email natalie@affinitytrusts.com.