Carmel Foundation Presents Common Estate Planning Mistakes

Join Eric Holk, CA State Bar Certified Specialist in Estate Planning, Trust and Probate Law as he discusses the biggest mistakes most often made by people in planning their estates. He will address such matters as what happens if you die without a will or trust, improper beneficiary designations, improperly funded living trusts, how to minimize or eliminate estate taxes, potential problems with joint tenancy titling, and much more. Protect yourself and your loved ones by avoiding these mistakes!

Details:
· Wednesday, January 17, 2018, 2:30pm-4:00pm
· The Carmel Foundation’s Diment Hall – SE Corner 8th & Lincoln, Carmel
· This presentation is free and open to the public
· Space is limited to 100

The Carmel Foundation hosts weekly Wednesday Programs- a lecture, entertainment, or educational presentation such as a Cooking Demo with Myra Goodman, Monterey’s La Merienda Celebration or a monthly Wellness Series with VNA & Hospice.

About The Carmel Foundation
The Carmel Foundation is an organization that serves members 55 and better in the Monterey County area and beyond. The Foundation is located in Carmel on the southeast Corner of 8th and Lincoln. The Carmel Foundation gives seniors an opportunity to live productive, enriching lives by offering a luncheon program, homebound meal delivery, free medical equipment loans, in-home services and respite grants, free lending library, Saturday movie, Technology Center, low-income housing, and more than 60 classes and activities each week. For more information, contact Kimberly Willison, Director of Development at kwillison@carmelfoundation.org, www.carmelfoundation.org, or 831.620.8701.

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