Speaking Engagement:

Estate Planning Essentials Beyond the Basics

 
 
Event Information

Date:

Tuesday, May 18, 2010

Time:

8:30 a.m.

Location:

2216 17th Street

Sponsored By:

AARP

Presentation Overview:

Discussion of estate planning essentials beyond the basic estate planning documents. Topics of discussion will include housekeeping items such as safe deposit boxes, how to select executors and trustees, long term care planning, and adding children's names on accounts and why this is not a good idea.

KMTG Presenters:

Linda M. Monje