Protecting your Family, your Assets, and your Legacy. Join speakers from Blue Sands Wealth and Alturas Law Group for a presentation focused on estate planning, investing, and the orderly transfer of assets. This session is tailored to address issues specific to women and will cover:

– The differences between a will and a trust, and how each can protect the transfer of assets
– Proper account titling: Payable Upon Death vs. Transfer Upon Death
– The importance of a power of attorney and healthcare directives
– How efficient planning coordinates an estate plan with an investment plan

Speakers: Laura Smithman, Attorney, Alturas Law Group; and Letitia Berbaum, Founder/Wealth Advisor, Blue Sands Wealth. Open discussion to follow.

Advance registration requested.