Estate Planning 101 w/ Karina Guerrero | May 15 6pm
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Join Karina Guerrero at the Dolores Public Library
Karina Guerrero from Foundational Wealth Partners will be presenting at the Dolores Public Library on Thursday, May 15th, at 6 PM. This hour-long session aims to educate and empower attendees by breaking down some of the most vital aspects of future planning.
Topics Covered
-The essential differences between a will and a trust
-An overview of the probate process
-Strategies for protecting your assets during Medicaid's 5-year look-back period
-Methods to create a lasting family legacy
-Ensuring your wishes are clearly documented and respected
This event is designed to provide a welcoming, judgment-free environment where community members can feel comfortable sharing their experiences and asking questions.