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Estate Planning

Estate Planning

Third Wednesday of each month, 9:30 am – 11:00 am

Call 415-456-9062 x100 to register.

As we enter the new year, now is a great opportunity to update and review your estate plans, including taking inventory of your assets, drafting a will, creating a living trust, and assigning financial and health care powers of attorney. Our 2020 series will begin with an accredited estate planner and chartered financial consultant, Peter Tabet. Peter recently retired after a 40-year career as a Financial Advisor at Northwestern Mutual and is distinctly knowledgeable about the complex financial aspects of estate planning. Join Peter at Whistlestop for an informative presentation on the processes involved in fiscally preparing your estate on Wednesday, January 15, from 9:30-11:00 am. This presentation is sponsored by Valley Memorial Park Cemetery and Funeral Home in Novato.

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