Part I - Hidden Risks: Avoid Costly Estate Planning Mistakes Using examples, we will discuss the most common mistakes people make with estate planning that could be costly to themselves and their loved ones. Learn why planning is important, what solutions are available to avoid costly mistakes, and what you can do to protect you family and assets. (35 mins) Part II - Long Term Care Basics Long term care planning is an extension of estate planning. It involves the planning for disability and/or incapacity. Come learn why it is important and some of the financing options. (15 mins) Presented by Vivian Yuan and Sharon Dale Knox. Vivian Yuan, Esq. is the owner/principal attorney of Yuan Law Firm, APC. Sharon Dale Knox is a licensed insurance agent and broker representing American National Insurance.
Saturday Nov 19, 2016
1:30 PM - 2:30 PM PST
November 19, 2016 1:30 - 2:30 PM
Mountain View Public Library, Community Room
Free Admission
Vivian Yuan
Attorney at Law
Yuan Law Firm, APC
650-488-1829
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Printed courtesy of chambermv.org/ – Contact the Mountain View Chamber of Commerce for more information.
580 Castro Street, Mountain View, CA 94041 – (650) 968-8378 – info@chambermv.org