St. Mary, Star of the Sea- Oceanside

Estate and Legacy Planning Seminar

September 6th, 2019

When

Friday, September 6, 2019 from 9:30 AM to 11:30 PM PDT
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Where

St. Mary, Star of the Sea- Oceanside 
609 Pier View Way
Parish Center
Oceanside, CA 92054
 

 
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Contact

Heather Ravenscroft 
Catholic Community Foundation of San Diego 
858-490-8364
hravenscroft@ccfsd.org

 

The Catholic Community Foundation of San Diego will be hosting an Estate & Legacy Planning Seminar at St. Mary, Star of the Sea- Oceanside on Friday, September 6th at 9:30 am- 11:30 am.

This seminar will have a Stewardship message and will address a wide variety of financial, legal and estate planning information including:

  • Why an Estate Plan?
  • Wills
  • Probate
  • Trusts
  • California Advance Health Care Directive
  • Power of Attorney
  • Creative Ways to Give
  • How To Avoid/Reduce Income/Capital Gain/Estate Taxes
  • Create Your Legacy

Each participant will be provided the opportunity to schedule (at a later date) a complimentary consultation with an established Catholic Estate Attorney intended to help you create your first Estate Plan or update your existing Estate Plan.

 We look forward to you joining us.