You are invited to a Free Estate Planning Workshop hosted by PFS and Scott Hartley, Attorney at Law Date: February 28, 2024 Time: 4 pm – 5 pm Location: San Mateo Public Library – 55 W 3rd Ave, San Mateo, CA 94402 Oak Room
Read MoreWe all want to provide for our immediate families, and, more than ever, for others in our community. What better way to do both by creating or revising your estate plan. To support all of those interested in working on your estate plan, we are offering a free estate planning workshop. Our speaker, Scott Hartley, Attorney at Law, will provide information on how you can create or revise your estate plan. Estate plans can include simple components or can involve…
Read MorePlease join this educational workshop to learn how you can provide the most effective estate plan to benefit your family and reduce the impact of transfer fees and taxes. Hear about the importance of thoughtful planning for the rest of your life and how to leave a legacy that promotes the long-term well-being of your family. Spouses and adult children are encouraged to attend together.
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