Estate Planning Seminar

The speaker is Mark Anderson, an attorney who specializes in Trust and Estate Planning (www.andersonestatelaw.com). Who should attend? Do you own a house? Car? Stocks/bonds? A bank account? If so, this is for you. This seminar will help as you look to the future and plan your estate for maximum benefit. This is informational in nature only and no solicitation will be made. Light refreshments will be served. When: October 16th, 12:15 PM Where: Solana Beach Presbyterian Church, Debin Hall               120 Stevens Avenue, Solana Beach (map)

Did you know?

1. Did you know that 70% of Americans will lose their mental capacity prior to death?
2. Did you know that the average probate proceeding in California lasts 18 months?
3. Did you know that a well prepared trust can save as much as 12% of an estate, even if the estate is not large enough to be taxed?
4. Did you know that jointly owned assets with children can result in unnecessary capital gains taxes?
5. Did you know that spouses do not automatically have authority to make medical decisions for their incapacitated spouse?
6. Did you know that you can eliminate capital gains on the sale of appreciated assets during your lifetime?
7. Did you know that a good estate plan will leave a legacy that will impact multiple generations?