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Tamales & Trusts

July 20, 2022

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!

Sign up for this free event through Eventbrite or our Facebook.

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Tamales & Trusts

Blog

Hawaii, Tahoe or Santa Cruz?

Just Sold- 149 Dufour St

Just Sold- 508 Oak Dr

How Agents Get Paid

Do You Know the Top 10 Ways to Keep the IRS Away From Your Money When You Sell?

Navigating the Delicate Process of Breaking a Listing Agreement

Let's Talk

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