Estate Planning and Charitable Giving (Open to the Public)


Estate Planning Musts:  Wills, Trusts, and Creating Peace of Mind

Designated Dates • Noon-1 p.m. • Webinar

Dates: September 11 • October 17 • November 13

 

Registration required: Watch for registration procedures in the weekly
OLLI newsletters.

Grab your lunch, pull up a chair and please plan to join us for this information session on estate planning. Each webinar covers the basics of estate planning in California so plan to attend the one that is most convenient to your schedule. Estate planning is something each of us can do to ensure that our values, ideals, and charitable goals are part of our legacy. No one wants to think about getting seriously ill or dying, but these are scenarios we must prepare for to protect ourselves, our loved ones, and our money. We will show you step-by-step how to legally formalize your wishes and ensure they will be followed, bringing you total protection and peace of mind! Our estate planning workshops are provided by the Meier Law Firm ( https://www.meierfirm.com/ ). Should you have any questions, please reach out to Hart Roussel at csufplannedgift@fullerton.edu

Presenter: Laura Meier, Esq.

Coordinators: Hart Roussel, CSUF Director, Planned Giving, and
Fran Colwell, OLLI