Estate Planning Basics: What to Know and How to Get Started
Hosted by the Belvedere Tiburon Library Foundation
Join us for an introduction to the essentials of estate planning
Join us for an introduction to the essentials of estate planning.
Participants will learn:
- How wills, trusts, powers of attorney, and beneficiary designations work
- How taxes and probate can affect an estate
- How to incorporate charitable gifts into their plans (a powerful way to give!) and how to find the right advisor.
Estate planning attorney Nadine Aarsheim will lead the October session, which is designed for individuals who are not planning for dependents.
The January session will also address planning for minor children and other dependents.
Media Notice
We frequently capture photos and videos at our events. If you prefer not to be included, please let us know in advance by calling (415) 789-2661.
Accessibility Notice
Our library is wheelchair accessible. For any accommodations, such as ASL interpretation, please call (415) 789-2661 or email [email protected].
To ensure we can meet your needs, kindly make your request at least 3 business days in advance.