User52475_1_t Keisha Hosea- Realtor, Chino Hills, CA
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                               FREE! FREE! FREE!

 

Date: Saturday, Dec 1st

Time: 8:30-8:50 Continental Breakfast

Seminar begins at 9:00a.m.-11:00 a.m.

 

Only 50 Seats

available for this event

worth over $800

 

 

    IS YOUR ESTATE

     PROTECTED?

• Understand how to control your assets and provide security for both the

grantor and your beneficiaries

• Learn how to provide for beneficiaries who are minors or require assistance

managing the money left for them.

• Do you know how to avoid estate or income taxes?

• Who will provide expert management of your estate?

• Did you know that there are expenses due to probate, how do you avoid

them?

Bring a new awareness for yourself by coming to learn more about....

Asset Protection* - Protect real estate holdings or a business - Structures to minimize

liability, Trusts to protect from third-party creditors and/or lawsuits

Business succession planning - Types of Buy Sell Agreements and Funding a

buy-sell agreement

 

Presented by Mr. Bradley G. Barth  who has over twelve years of experience in Estate Planning

and Trust Administration. He provides counsel on a wide range of individual and business

matters with a concentration on basic and advanced estate planning, probate and trust administration,

wealth transfer planning, business succession planning, asset protection and creditor protection

planning, corporate and contract law. In addition to being an attorney, Brad is taking his

examination to become a Certified Wealth Preservation PlannerTM (CWWPTM) and Certified

Asset Protection PlannerTM (CAAPTM). Brad was an associate professor teaching Property, Estates,

and Probate at an ABA accredited Paralegal College. In addition, Brad views his role as a

trusted and long-term advocate of asset protection planning in helping his clients achieve and

protect their financial goals and life time accomplishments.

 

Proudly brought to you by your Community Real Estate Educators from

4200 Chino Hills Pkwy, Suite 325, Chino Hills

and your Local Real Estate Consultant Keisha Hosea    

 

 

________________________

RSVP Required to reserve your Estate Planning Binder. RSVP by calling (909) 261-6377 and say "Estate Protection"

 

 

2 Comments on IS YOUR ESTATE PROTECTED? FREE SEMINAR CHINO HILLS,CA

Keisha - I hope the session is well attended.  This is a very important issue if not done correctly can be costly for to beneficiaries.

11/17/2007 10:59 PM by Jennifer Fivelsdal, Rhinebeck NY (Keller Williams Realty)


Keisha, such a crictial event in one's life and few people set aside the time. What's that saying? Everyone wants to get to heaven but no one wants to die first? Hope the seminar is SRO.

11/20/2007 01:30 AM by Blogger To Be Named Later


This blog does not allow anonymous comments

 
Real Estate Agent: Keisha Hosea- Realtor, Chino Hills, CA (Keller Williams Realty Chino Valley Market Center)
Keisha Hosea- Realtor, Chino Hills, CA
Chino Hills, CA
More about me…
Keller Williams Realty Chino Valley Market Center

Office Phone: (909) 261-6377
Cell Phone: (909) 261-6377
Email Me


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