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Money Matters Series-Seven Steps to an Estate Plan!

April 19, 2023 @ 6:00 pm - 7:30 pm PDT

april money matters image

Seven steps to know about an Estate Plan

About this event

This program will cover the following:

  • What is a Revocable Living Trust?
  • Who Needs a Living Trust?
  • How Does It Work and What are the Benefits?
  • What is Included in a Comprehensive Estate Plan?

Here is a little about our presenters:

Zakiya J. Norton – A big-picture thinker who practices with precision, sharp insight and a touch of humor, Zakiya J. Norton delivers innovative, top-notch advice in terms everyone can understand. Known for her ability to grasp the family history and personal intentions which inform each estate plan, she offers compassionate counsel and no-nonsense legal strategies in her affable, straightforward speaking style.

Somita Basu – Somita Basu has a knack for unraveling legal, financial, and mathematical mysteries while paying meticulous attention to detail. Always analytical and objective, her tactical methods allow her to identify the optimal way to achieve any goal. With a thorough, hands-on approach, Somita expertly advises on complex matters with diligence and grace. Come join us to hear from an expert in the field of Insurance to walk you through pitfalls to avoid in ensuring your home is properly insured.

Register now, to join us onĀ Wednesday, April 19, 2023 at 6:00 pm via zoom!

Details

Date:
April 19, 2023
Time:
6:00 pm - 7:30 pm PDT
Website:
https://www.eventbrite.com/e/money-matters-series-seven-steps-to-an-estate-plan-tickets-469423497317

Venue

Via Zoom
Online
Richmond Neighborhood Housing Services, Inc. (510) 237-6459 info@eastbaynhs.org