Estate Planning for Families Across Generations
Join us Thursday, July 20, for a discussion about family estate planning. It will be valuable for individuals, couples, and multi-generational families seeking ways to create a secure future for their families. Seating is limited.
About the Seminar
Estate planning for a family can often seem overwhelming, mired in complex and emotional issues. With planning and the proper legal resources, parents and grandparents can provide peace of mind to their families at each stage.
Estate attorney Alexandra Ayoub will discuss essential aspects of estate planning, outlining the legal documents every family needs. It will encompass all phases, from new parents concerned about guardianship issues to education funding, supporting grown children, and providing for grandchildren. Her conversation with our founding partner, Kate King, will also explore multi-generational planning, including lifetime gifting and updating your beneficiary plan. We will dedicate plenty of time to answering your questions.
Thursday, July 20, 2023
9:30 – 11:00 a.m.
North Berkeley Wealth Management
1820 Solano Avenue, Berkeley CA
Light Breakfast and Beverages
or contact Maureen Sullivan at (510) 528-5820
About the Speakers
About Alexandra Ayoub
Alexandra Ayoub is an attorney who specializes in estate planning and trust administration. She helps others examine and solve issues that can often seem overwhelming or daunting. Alexandra enjoys getting to know her clients and working together to create a more secure future for their families.
More About Alexandra
Kate King, CFP®
Kate Campbell King is the Founding Partner and Chief Investment Officer at North Berkeley Wealth Management. Along with the rest of the North Berkeley advisor team, Kate provides clients with a unique approach to their financial decision-making that encompasses technical details as well as the nuance of personal and family situations.
More about Kate