What You Need to Know About Wills and Trusts
Richmond Branch | 4375 Geary Blvd
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.
Some key topics that will be covered at this free seminar:
- Calculating the value of your estate.
- Benefits of estate conservation.
- Probate and how to potentially avoid it.
- Estate distribution techniques, including wills, trusts. and charitable giving.
Join us for this free, informative event. Your friends and family are welcome to attend. Complimentary
refreshments will be provided. Seats are limited.
Products offered through MassMutual and/or MML Investors Services are not a credit union deposit or obligation, guaranteed by any credit union, not NCUA insured and not insured by any government agency. May go down in value. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.sipc.org). OSJ Office 3003 Oak Road, Suite 250, Walnut Creek, CA 94597. (925)979-2300. San Francisco Federal is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Zhou CA Insurance Lic.#0O82620. CRN202001-224866.Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.