Estate Planning Attorney Kyle A. Krasa will present an overview of some more advanced trust planning techniques such as the use of a Trust Protector and Trust Decanting to keep the trust flexible; the use of asset and divorce protection trusts for beneficiaries; and other more advanced features. Learn how to plan for the future from a local expert in October during National Estate Planning Awareness Month.
Two Future Financial Awareness Workshops in October 2018:
How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®, Partner, Integris Wealth Management, LLC, Wednesday, October 17, 6:30 – 7:30 pm, Monterey Public Library Community Room.
2018 Tax Law Changes and Last-Minute Tax Saving Tips with Travis H. Long, CPA, Tuesday, October 23, 6:30 – 7:30 pm, Monterey Public Library Community Room.
This event is part of The Next Chapter: Designing Your Ideal Life lecture series sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee.