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In-Person Presentation | Common Estate Planning Mistakes

  • Kilaga Springs Lodge at Sun City Lincoln Hills 1167 Sun City Blvd Lincoln, CA 95648 (map)

Avoid the Pitfalls That Could Undermine Your Legacy

Join us for an eye-opening session on the most common estate planning and trust mistakes, and learn how to avoid them. We'll cover critical missteps like failing to fund your trust, choosing the wrong trustee, neglecting to update your documents, and underestimating long-term financial needs. This presentation is perfect for anyone who wants to safeguard their assets, ensure their wishes are honored, and ease the burden on their loved ones.

Presenter: Kristin Kaminski, Attorney, Shareholder at Kaminski Law Group

Host: Legacy Investments & Real Estate

This event is for Sun City Lincoln Hills residents. if you're interested in organizing an educational workshop or presentation for your community, office, or team, please reach out to us.

Register through the form below

You will receive a confirmation email from Eventbrite with additional details about the event. While registration is required, no physical or digital tickets are required to enter.

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In-Person Presentation | Leveraging 1031 Exchanges to Maximize Your Investments

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Network Tap Webinar | More Than a Swap: Creative 1031 Strategies for Smart Investors