14 May
Love Letter Workshop

Description

We often think that estate plans are for elites with multigenerational wealth; however, an estate plan is ultimately about a legacy for your family. Estate plans don't need to be complicated, and by not communicating your hopes and desires, you're giving your family unnecessary confusion on top of their grief. The best way to show your love is to leave no unfinished business.

Join us for a heartfelt and informative workshop, where we'll guide you through creating an estate plan that reflects your love and protects your loved ones. You'll learn:

  • How to ensure your assets are distributed according to your wishes.
  • How organization and clear communication can help minimize family conflict and emotional distress.
  • The importance of creating living documents like healthcare directives and financial power of attorney.

This workshop is perfect for you if:

  • You want to ensure your family is financially secure after your passing.
  • You have questions about wills, trusts, and other estate planning tools.
  • You'd like to learn how to have open conversations with your loved ones about your wishes.

By attending this workshop, you'll gain the knowledge and confidence to create a legacy of love and support for your family.

Don't wait – this is your chance to write a love letter to your family through thoughtful estate planning.

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We’re looking forward to seeing you tomorrow at 5:30pm for our Love Letter Workshop. Because GPS may not lead you to optimal parking, we encourage you to print this email and bring it with you.
IN PERSON WORKSHOP
May 14, 2024 at 5:30pm in Sausalito
Special guest: Shane Barnard, estate attorney 
 
We’ll get started at 5:30pm at the Dunphy Park Gazebo (marked with a G on the map below) at Bridgeway and Bee Street. The best parking is marked with a P on the map below, either near the volleyball courts at Dunphy Park or on Caledonia Street near Bee Street.
 
Parking Note: There are some construction projects going on that make certain parking spaces unsuitable after 6pm. Please make sure you read the signs wherever you choose to park.
 


After some refreshments, we will walk down Litho Street to the Edgewater Room at Sausalito City Hall at 420 Litho Street. The door to the Edgewater Room is on Bee Street.
 
     
If you need guidance prior to the event, please call us at (510) 704-9500. We look forward to a great evening!

Date and Time

Tue, May 14, 2024

5:30p - 7:30p PST

Location

City of Sausalito building

420 Litho Street
Sausalito , CA 94965

Note

Special guest: Shane Barnard, estate attorney

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Event Registration