May 14, 2009

Please be our guest for an engaging, interactive presentation by Hoge Fenton tax and estate planning attorney Lorna J. Drope.  Lorna will address these and other common myths and mistakes people make in planning – or failing to plan – their estates:

• Mythstake No. 1:  “My estate is too small for an estate plan – especially now that my retirement savings have dwindled.  Isn’t estate planning for the rich & famous?”

• Mythstake No. 2:  “I trust my daughter; I’ll just give her inheritance to her outright.  (There’s no way my crazy son-in-law will have access to my daughter’s inheritance – right?)”

• Mythstake No. 3:  “A trust is a trust.  The form I downloaded from the web is just fine!”

• Mythstake No. 4:  “I did an estate plan 10 years ago, so I’m all set.”

Who should attend?
Anyone with total assets in excess of $100,000 who is interested in learning more about protecting those assets from creditors, predators, and even the IRS.

Registration details.
Light refreshments will be served.  There is no charge to attend, but we do ask that you reserve a spot.  For location details and to reserve a seat (including one for your spouse, partner, or guest), please click here to register:  https://www.123signup.com/calendar?Org=hogefenton

Hope you can join us!
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For More About Some of Our Estates & Trusts Experts:

Lorna J. Drope (click for bio)
ljd@hogefenton.com 408.947.2446 direct

Steven D. Siner (click for bio)
sds@hogefenton.com 925.360.3374 direct

J. Timothy Maximoff (click for bio)
jtm@hogefenton.com  408.947.2437 direct

For More About Hoge Fenton’s Estate Planning & Wealth Management Practice,
Click Here

Securities and Investment advice through Associated Securities Corp. (ASC), member FINRA/SIPC and a registered investment advisor.  Additional Advisory and Investment Services offered through Cornerstone Wealth Management, Inc., a registered investment advisor not affiliated with ASC.  CA Insurance License No. 0D92796. 

Hoge Fenton’s Estate Planning & Wealth Management Practice is not affiliated with ASC.