Estate Planning 101
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Financial Planner Karina Guerrero with Foundational Wealth Partners will host a 1-hour session on estate planning.
What an estate plan is and why it matters
The role and function of a trust
The key differences between a will and a trust
How individuals can make informed decisions to protect their assets and create a lasting family legacy.
Cortez Public Library Wednesday, July 23rd, 5-6 PM Conference Room
What an estate plan is and why it matters
The role and function of a trust
The key differences between a will and a trust
How individuals can make informed decisions to protect their assets and create a lasting family legacy.
Cortez Public Library Wednesday, July 23rd, 5-6 PM Conference Room
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