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A variety of Orange County charitable organizations cordially invite you to a FREE 8-week workshop series – 12 hours of objective education about your estate plan. The motive for charities sponsorship is the opportunity to leave your tax dollars in the local community, opportunity to pass on your values and possible increase your income through charitable vehicles.

· NO LIVING TRUST PRODUCTS WILL BE SOLD,

· NO PROFESSIONAL ADVISOR WILL RECEIVE YOUR MAILING ADDRESS OR PHONE NUMBER AND

· NO CHARITY WILL SOLICIT A DONATION.

“It's Your Estate”

· What is the very first question you should ask your advisor?

· How should you allocate your investment assets to preserve your wealth?

· What are the disadvantages of a living trust?

· What are the practical low cost ways to avoid probate?

· Why you may not want to avoid probate?

· How much income tax is your estate or heirs going to pay?

· For a Charitable Trust – do you really need a charity?

· Is losing control over an asset worth saving tax dollars?

· What is the most important legal document you need (less than $5.00)?

Peter C. Kote will moderate these workshops with the assistance of other financial and estate planning experts. He is the founder of Professional Fiduciary Services that provides trustee and executor services for individuals. Peter does not sell insurance or investment products, only his services.

FOR LOCATIONS AND DATES FOR OUR NEXT WORKSHOP SERIES PLEASE GO TO OUR HOME PAGE AND SELECT

LOCATION & DATES