• Free Seminar: Start the New Year by ''Getting Your Ducks in a Row'' - January 23, 2020

    • Share:
    January 16, 2020
    Free Seminar: Estate Planning 101 Attorney Terri Hilliard discusses how to protect your money, your spouse, your family and your house from the government.

    Trusts are a very versatile tool in protecting our clients and helping them achieve their wishes. We want to share some of our insights with you. Trusts come in all shapes and sizes and often seem mystical or complex. Let us explain in no-nonsense plain language what a trust is, how it operates, and how it can work for you. Terri will share a story of how a trust could have helped a family avoid unintended consequences. Be proactive and join us to take advantage of these tools to make sure you don’t end up in a catastrophic circumstance! Call now to sign up! Our free seminar will help you learn what you need to know to protect your spouse, your house and your family from the government.

    Our seminar will be held:
    Thursday, January 23, 2020
    5:00 PM-7:00 PM
     
    Attendance at this seminar is free, but SEATING IS LIMITED!
    You can reserve your spot by calling (805) 201-2552.
    Looking forward to seeing you on the 23rd.
    Contact:
    Barbara Colella, Client Care Manager, MS
    (805) 201-2552