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Essentials of Estate Planning Workshop

COST: [Free]
Organizer: Santa Barbara Museum of Natural History
Posted by:Caroline

On Sunday, November 13, from 3:00–5:00 PM, the Santa Barbara Museum of Natural History’s Planned Giving Advisory Council will present a free two-hour workshop on the essentials on estate and legacy planning.

This workshop is free and open to the public.

Presentations will include wills and trusts, power of attorney, healthcare and advance directives, different types of fiduciaries, capacity issues, tax considerations, and legacy planning.

Reservations are appreciated by contacting Andrea McFarling at (805) 682-4711 ext. 179 or amcfarling@sbnature2.org. For more information, visit sbnature.org.

This is an in-person event that will be held in Fleischmann Auditorium at the Santa Barbara Museum of Natural History.

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