The reSolve Group Hosted the Estate Planning Seminar with Matt Shafae
Thank you to all who were able to attend our Estate Planning Seminar with Matt Shafae on Saturday, January 21, 2023.
Please click the link below to view the video from this event.
The Topics of Discussion were:
Estate planning landscape, discussing wills, trusts, powers of attorney, the probate process, and some basic tax concepts. The program had three main focuses: planning for families with young children, how to review an existing estate plan, and an explanation of the Prop 19 tax scheme. Whether you have small children, aging parents, preparing for retirement, or want to protect your life's work, it is important to learn why everyone needs a current, comprehensive estate plan.
Guest Speaker - Matt Shafae:
Matthew M. Shafae is a Certified Legal Specialist in Estate Planning, Trusts, and Probate Law, (State Bar of California). Since 2008, Matt has focused his practice solely on estate planning and trust and estate administration. Matt's office is located in Belmont, California.