Free Estate Planning Seminar in Redwood City

This seminar will cover techniques for avoiding probate, reducing estate
taxes and ensuring your estate is distributed according to your wishes.
Also discussed will include:

• Differences between wills and living trusts
• Powers of attorney
• Advance health care directive

The seminar will be conducted by Al Conover, Provident Credit Union Sr. Financial Consultant, and W. Bryon Levy, Estate Planning Attorney. Al has over twenty seven years of financial consulting experience helping clients with all phases of retirement planning, Including Long Term Care, College Savings Planning, Investment Planning, and Life Insurance.

Mr. Levy has been in practice for over 40 years, specializing in estate planning, probate, business, and real estate. In his practice, he assists clients in creating an estate plan that will meet their individual needs, minimize estate taxes and provide confidential administration following a death.

Reserve your spot today at
providentcu.org