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We are monitoring the wildfires across California, and hope that our members are not affected. If you’ve been impacted by the recent wildfires and need financial assistance or have questions about your home insurance, please contact us at 888.723.7328.

Alert Notification Icon

We are monitoring the wildfires across California, and hope that our members are not affected. If you’ve been impacted by the recent wildfires and need financial assistance or have questions about your home insurance, please contact us at 888.723.7328.

Seminars & Events

Estate Planning Webinar (October 28, 2020)

Webinar details

Wednesday, October 28, 2020
12:00-1:15 PM Pacific Time

Estate Planning Webinar

If you own a home or you have assets worth at least $150,000, you owe it to yourself and your family to get the facts. Proper estate planning avoids the pitfalls of probate and ensures that your estate actually gets to those individuals or charities you wish. Plus, without proper planning, your estate may owe substantial estate taxes. A living trust can eliminate the costs and time involved in a probate and will protect your estate if you become incapacitated by avoiding a conservatorship. This free webinar is presented by Kimberly Barrot of Falk, Cornell & Associates, LLP.