Broker Check
31 March
Private Monthly Briefing: Why Estate Planning is Crucial Now More Than Ever

Description

Join us on Thursday March 31st at 11am PST to hear attorney Shadi A. Shaffer discuss why a comprehensive trust plan is needed as a California homeowner or business owner, and how to protect yourself and your family from the cost and timely California probate process.

Shadi has been practicing as a trust and estate attorney in Irvine, CA for the past 18 years. Her firm Asset Protection & Elder Law Center was founded in 2004 with her partner Patrick Phancao. Their goal was to serve as a family advocate for all of their clients, families and their businesses. Her and her team are passionate about protecting their clients and families in all aspects of their lives from the costly and arduous legal system and are able to advise them further on asset protection planning, tax planning and generational planning as well.

Shadi A. Shaffer and Asset Protection & Elder Law Center not affiliated with Continuum Consulting Group/Lincoln Financial Advisors.

CRN-4328808-021522

Date and Time

Thu, Mar 31, 2022

11:00a - 12:00p PST

Location

Zoom Webinar

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