Estate Planning 101
When: Thursday, August 18, 6-7pm
Where: CoastWoods Real Estate office
The CoastWoods’ Educational Series continues with a deep dive into Estate Planning with Roxanne Olson, founding attorney of Fine Point Law in Santa Cruz.
An advanced estate planner, Roxanne is a member of WealthCounsel and a Personal Family Lawyer.
Roxanne will cover:
*What happens to your family and assets if you don’t have a Will or a Trust?
*What’s the difference between self-serve, online forms and comprehensive estate planning with an attorney?
*How often should you update and review your Will or Trust?
*How “just about the money” and “planning for death” estate planning leaves your family at risk.
This month’s event will be paired with the best tamales Santa Cruz has to offer – from El Rosal Bakery on East Cliff.
We hope you will join us!