Join Palm Desert Law Group, APC for this event! Wine & Wills: Estate Planning 101 With Kelly Cox, CPA And Pantea I. Fozouni, Esq.

Presented by...

Presented by...

COVERING:

The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).
How often your Will or Trust needs to be reviewed and updated to ensure it works and doesn’t become a pile of expensive, and useless, paper in your desk drawer or on your bookshelf.
What estate planning should cost and who pays the cost of a "too cheap" plan.

Join Us At:

CGC Accountant & Advisors

73733 Fred Waring Dr. Ste 105

Palm Desert, CA 92260

COVERING:

The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).
How often your Will or Trust needs to be reviewed and updated to ensure it works and doesn’t become a pile of expensive, and useless, paper in your desk drawer or on your bookshelf.
What estate planning should cost and who pays the cost of a "too cheap" plan.

Join Us At:

CGC Accountant & Advisors

73733 Fred Waring Dr. Ste 105

Palm Desert, CA 92260

Pouring wine from bottle into glass on blurred background, closeup