Upcoming Orange County Estate Planning Seminars
October 26th - 5:30 PM
"Who Cares?...How to Choose Assisted Living or In-Home Care"
Presented By: Mortensen & Reinheimer, PC and Reema Khetarpal, Placement Advisor - Complete Senior Care
We will discuss how to maintain the dignity, independence, safety and care of yourself and your loved ones when faced with the decision of choosing Assisted Living and/or In-home Care.
Please RSVP to joe@ocestateplanning.net or by calling (714) 573-7149 for more information.
Upcoming Roundtable Discussions:
December 7th - 5:30 PM - "End-of-Year Giving & Tax Update"
January (Date TBD) - 5:30 PM - "Life Insurance...How Much is Enough?"
February (Date TBD) - 5:30 PM - "Guardianships"
March (Date TBD) - 5:30 PM - "Tips & Truths: A Discussion on the Homestead Exemption"
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