Full Video of the January Living Trust Seminar

February 16, 2023 / Matthew Shafae

The seminar below was presented live on January 21, 2023, by Matt Shafae, at the reSolve Group offices in Palo Alto. We covered basic estate planning, how to review an existing estate plan, how to care for minor children, and a basic survey of the taxes involved in an estate plan.

The screen may be hard to view on the video. Click here for a copy of the slides to follow along.

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categories / Estate Planning
tags / estate plan, estate planning, living trust, revocable trust, power of attorney, durable power of attorney, health care directive, prop 19, property tax, estate tax, intestacy, seminar