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Estate Planning

Friday, November 14, from 10:00 - 11:00 am


PEACE OF MIND: UNDERSTANDING ESTATE PLANNING & FIDUCIARY ROLES 


Join Lori Bolander of Gallagher Bolander Smedley, LLP, Attorney, and Stacy Baxter of Baxter Fiduciary, Professional Fiduciary, for an easy-to-understand seminar designed for seniors. Learn why estate planning matters, how Wills, Trusts, Powers of Attorney, and Advance Health Care Directives work, and the important role of a fiduciary. Discover how to avoid common pitfalls, protect your assets, and safeguard your wishes. Whether you’re updating an existing plan or starting fresh, you’ll gain the knowledge and confidence to make thoughtful decisions. Bring your questions and take simple steps now for peace of mind for yourself and your loved ones.

Estate Planning

Registration is required.  To register now, please go BACK to the calendar and click REGISTER on the class you wish to attend.


You can also register by calling the Senior Center at 858-756-3041.

ABOUT US

Since 1988 The Rancho Santa Fe Senior Center has been an invaluable resource to the local and surrounding communities of Rancho Santa Fe. The Mission of the Rancho Santa Fe Senior Center is to assist seniors in maintaining their health, welfare, and safety while respecting their need for independence, self-esteem and dignity.

CONTACT

Mailing:

P.O. Box 223
Rancho Santa Fe, CA 92067

 

Physical:

16780 La Gracia

Rancho Santa Fe, CA 92067

Telephone: 858-756-3041

General E-mail Inquires:  info@rsfseniorcenter.org

Staff E-mail:

kris@rsfseniorcenter.org

mitra@rsfseniorcenter.org

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© 2023 Rancho Santa Fe Senior Center * The Rancho Santa Fe Senior Center is a 501(c)(3) non-profit organization.* Tax ID 95-6113493

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