Trust Seminar
On March 23, I held a seminar and dinner for some very special clients! These clients have given me many referrals over the years and it is the time I give them something back. I chose something to protect their home and family.
A Seminar was about Living Trust, Guardianship and How to avoid Probate! In the last year, I helped several clients sell their home after a loved one passed away. To lessen the burden on the family, they created a Trust, spelling out what to do and who was in charge in the event of their death or incapacitation.
I felt having a Trust is the next step in protecting your family in the event something happens. Several of my clients agreed and hired Gary to create a Trust to protect their families.
My Heart is full because if you know me, I'm a giver... and giving my clients valuable information to help protect their family just fills my
heart.
Thank you, Gary, for presenting and helping my clients!
heart.
Thank you, Gary, for presenting and helping my clients!
Erika Walker
#01273104
Call or Text:
619.770.7838
Call or Text:
619.770.7838
