Lunch & Learn Webinar: Planning for Peace of Mind – Do I Need a Fiduciary?
At Zoom
When it comes to organizing your estate plan, who will ensure your final wishes are correctly carried out? A fiduciary can be a friend, relative, private fiduciary, or corporate trustee. How do you know whom to select? This free online webinar will cover the roles of a fiduciary and will help you determine if you need one, and how to go about naming a fiduciary in your plan.
Expert speakers Jackie Quinn of Quinn Fiduciary Services and Suzi Schomer from Montecito Bank & Trust will explain why you might need a fiduciary and describe ways to incorporate a fiduciary into your estate plan. There will also be time to field your questions. Don’t miss this valuable opportunity to learn more about this important topic, presented by the Museum’s Planned Giving Advisory Council.
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For more information, or for assistance with registration, please contact Sarah Clement at 805-682-4711 ext. 110 or sclement@sbnature2.org.
