News Briefs

Upcoming Events

 Our Upcoming Lecture and Seminar Topics cover a variety of topics. If there are subjects you would like to have included in our website or have addressed at any of our lectures, please contact us with your suggestions.

Seminar Topics:

• Integrating IRAs & Pensions into Your Estate Plans and Wills
• Estate Planning for the Elderly
• Advanced Estate Planning---Above and Beyond Death Taxes
• Estate Planning for Those in Second Marriages
• Advanced Nursing Home and Medi-Cal Planning

UPCOMING Seminar:

• Contact  Lisa McIntosh for upcoming events.