Trust Me, I Know What I'm Doing: Estate Planning Tales of Sibling Rivalry, Lost Treasures, and the Missing Document
Estate planning doesn't have to be boring or morose. It can be intriguing and interesting. It is all about the "big things" -- family, money, emotion, relationships, loss, and legacy.
During my talk, I am going to focus on practical things you can do to leave less of a mess when you go. Topics include: reducing sibling rivalry, how to keep your "hidden jewels" from going accidently to Goodwill, getting the banks to roll out the red carpet for your heirs, and reducing taxes. I will give insight into situations-gone-wrong, as it is very easy to learn from others' mistakes.
The talk with be light, interesting, and practical. Please join us.
Stefanie West is an Estate Planning and Elder Law Attorney with her own practice in the East Bay. She is twice a graduate of UC Berkeley (BA '98, Law 2003). She was Chair of the Senior Services Commission in the City of Lafayette, served on the Board of the Contra Costa Council on Aging, and is on the Elder Law Board for the Contra Costa County Bar Association.