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May 11, 2024

Estate Planning Seminar

Milpitas Senior Center • 40 N. Milpitas Blvd MilpitasCA  95035 Organized by City of Milpitas

About this event

Description

Learn simple ways to take charge of your financial future, keep the government from interfering, and safeguard your assets, wishes, and loved ones in case of an unexpected event. In partnership with the Barbara Lee Senior Center and Brainin Law Office join the FREE estate planning seminar and discover:- The true cost of the government’s “plan” for your estate.- Why a will may not be sufficient to protect your family in worst-case scenarios.- How to shield your assets from nursing home expenses.- How to ensure that your inheritance goes to your children and not a new spouse if the surviving partner remarries.- How to prevent the courts from deciding on your medical or financial matters if you become disabled or incapacitated, and why most estate plans fail to tackle this issue.- Why your primary asset may be at risk if you have refinanced your home in recent years.- The disadvantages of Joint Tenancy and how to avoid them with an appropriate estate plan.- How to use your estate plan to provide lifelong care to a special needs child or grandchild.- and much more!

Location

Barbara Lee Senior Center, 40 N. Milpitas Blvd.

When

May 11, 2024

10:00 AM to 12:00 PM

Saturday

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Age and Gender

Ages 50-255 · Co-Ed

Location

Milpitas Senior Center

40 N. Milpitas Blvd MilpitasCA  95035

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