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Date:
October 26, 2021
Time:
10:00 AM - 11:30 AM
Location:
Library - El Modena Branch
Address:
380 S Hewes St
Orange, CA 92869
City of Orange Public Library Foundation Logo
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“It’s Your Estate” Workshop Series (El Modena)

Tuesday, October 26, 2021

FREE to all attendees; Registration is advised, space is limited. To make your reservation, call Lynn-Marie Frediani, Orange Public Library Foundation at (714) 288-2470 or email OPLibraryFoundation@gmail.com.

Samples of what you will learn:
How should you allocate your investment assets and preserve your wealth?
What are the disadvantages of a living trust?
What are the practical low cost ways to avoid probate?
How much income tax is your estate going to pay?
What is the best way to leave your IRA, 401(K) and other retirement assets to your heirs?

Workshop Dates and Content:
Tuesday, 9/21 Estate Planning Basics
Tuesday, 9/28 Planning for Incapacity
Tuesday, 10/5 Living Trust
Tuesday, 10/12 Charitable Giving
Tuesday, 10/19 Retirement Account Planning
Tuesday, 10/26 Trustee & Executor Duties
Tuesday, 11/2 Case Study and Review

Sponsored by the Orange Public Library Foundation.

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