"Inheritance: Pitfalls and Possibilities"

Giving or receiving an inheritance is a major life transition loaded with emotional and financial impact. Open communication and well-informed planning can ease the transfer of wealth from one generation to the next.

Saturday, September 29, 2007
9:00 a.m. to 1:30 p.m.
Best Western Capitola-by-the-Sea-Inn
1435 41st Avenue, Capitola
$50 (includes lunch)

Inheritance: Pitfalls and Possibilities is a half-day workshop that deals with topics from both the personal and practical sides of inheritance, such as:

• The emotional legacy of inheritance
• How to preserve relationships among family members and friends
• Ways to deepen your family traditions and values
• Ways to support your goals and avoid unnecessary taxes
• Led by facilitator Olivia Boyce-Abel, the workshop includes:
• A three-person panel sharing their personal experiences with inheritance
• Small group discussion and networking opportunities
• An easy-to-understand presentation on estate planning tools
• Resources for additional information about giving or receiving an inheritance