Estate Planning

Introduction to Estate Planning

I hosted an Introduction to Estate Planning seminar at the Dana Point Library yesterday. The people in attendance found the information to be stimulating and “seed planting” as one person referred to it. Here’s my powerpoint presentation. Hope you find it helpful with your own estate planning education. Introduction to Estate Planning

I am also including the handout to accompany the powerpoint presentation with more explanations and information about the slides content.  Handout for seminar

Happy Educating and Estate Planning 🙂

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