LBCEFCU Trust Workshop

Protect your assets and minimize your tax liabilities. Learn how to properly plan your estate.  What does an estate plan in California consist of and why should you have one? Do you need a trust or is a will sufficient? What is a living trust? We will discuss estate tax laws and how they affect you and your estate planning.

Presented by Natalie Spiwak, President and CEO of Affinity Trust

Tuesday, September 26 from 12pm-1pm

Virtual Workshop