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Finance 102: Trust and Estate Planning in Today’s Environment
Join Joan Grimes, local Walnut Creek attorney, for a review of estate planning fundamentals and learn what’s new in estate planning for 2021. Learn about Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, and how proposed changes to the tax code may affect your estate plan. A brief Q&A will follow the presentation.

Sep 23, 2021 07:00 PM in Pacific Time (US and Canada)

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