Stay updated with our upcoming events and seminars below!
November 13th, Wednesday, 12:00 PM Lunch & Learn
What ONE question can you ask to spark conversation about establishing a plan for the future regarding living options and real estate? How can you proactively have conversations with your family during the holidays? Register for more information!
Please reach out to (626) 649-3213 for any questions.
December 12th, Thursday, Lunch and Learn
Learn about the 21 duties a Trustee should know about and how to navigate through the process of administering a trust. We will also discuss the probate process and what to do if a trust isn't in place. Register for more details!
Please reach out to (626) 649-3213 for any questions.