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News & Events

Seminar: Living Trusts & Estate Planning

Creating a trust can help safeguard your assets and determine the direction of your legacy. In California, if you pass away owning more than $150,000 in assets, whether you have a will or not, your estate could be subject to the costs and delays of probate.*

Join Xceed Wealth Management Group and Affinity Trusts for a complimentary seminar featuring Natalie Spiwak, President – Affinity Trusts.

AT THIS SEMINAR WE WILL REVIEW HOW TO:

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Empower the right person to manage your finances and make medical decisions for you in the event of incapacitation
  • Nominate guardians and provide for minor children
  • Distribute assets according to your wishes
  • Establish a Living Trust to avoid probate

 

*California Probate Code Sections 13000-13659

 

Xceed Financial Federal Credit Union does not assume responsibility for, nor does it control, endorse, or guarantee information, products, services and recommendations provided by referenced third parties.

Info

Date: Saturday, July 20, 2019

Time: 10:00 – 11:00 a.m. PT

Location: Xceed Financial Credit Union, 2195 Monterey Road Suite 50, San Jose, CA 95125

RSVP to 800.222.9328 or contact Steven Barrett to schedule a personal consultation.

SEATING IS LIMITED. FOOD WILL BE SERVED.

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