Protecting Your Family: Estate & Legacy Planning

Wednesday, January 17 @ 12:00 pm

Friday, January 19 @ 12:00 pm

Location: A Healing Place, 841 Blossom Hill Rd Suite 112-A, San Jose, CA 95123

Welcome to "Protecting Your Family: Estate & Legacy Planning," an immersive presentation designed to empower you with the knowledge and strategies needed to secure your family's future. In this comprehensive session, we'll delve into the intricacies of estate and funeral planning, exploring the art of safeguarding your legacy with a focus on practicality and efficiency.

Our expert speakers, including an estate planning attorney and pre-need funeral planning expert, will guide you through the key elements of protecting your family's well-being. From understanding the crucial differences between wills and trusts to navigating the complexities of estate planning, this presentation will equip you with the tools to make informed decisions.

Delving deeper, we'll address your questions about funeral and cremation options, providing insights into cost-effective approaches without compromising on the significance of the ceremony. Learn how to create a solid foundation for your family's future while optimizing resources intelligently.

Join us for an engaging and enlightening session where we aim to demystify the often-overwhelming realm of estate planning. By the end of this Peace of Mind Workshop, you'll not only have a clearer understanding of the steps involved but also feel confident in your ability to craft a resilient legacy for generations to come. Don't miss this opportunity to take control of your family's financial destiny and ensure lasting peace of mind.

Date & Time:

Wednesday, January 17 @ 12:00 p.m

- or -

Friday, January 19 @ 12:00 p.m.


Location:

A Healing Place

841 Blossom Hill Rd Suite 112-A

San Jose, CA 95123


Space is limited to 25 people

About Jeannette R. Marsala

Jeannette R. Marsala (she/hers)

Estate & Life Planning Attorney

With over 13 years of legal experience, Jeannette is your guide for this presentation. Her focus on heart-centered conversations and advice is dedicated to helping families avoid court and conflict while ensuring that estate plans will work as intended when needed.

Jeannette Marsala

About Angie M. Cardoza

Angie M. Cardoza (she/hers)

Pre-Planning advisor with Dignity Memorial

From a traditional funeral service to a celebration of life, we'll guide you through the arrangement process and take care of every detail so that you can focus on what's important—remembering a special life.

Register Now

Schedule Your Life & Legacy Planning Session Now

The best way to get started is with a Life & Legacy Planning Session. During this personalized meeting, we’ll review your situation and design an estate plan that protects your loved ones, minimizes probate, and provides peace of mind.

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