At this informative session attendees will learn:
• Why a Living Trust is so important for homeowners;
• What is the difference between a Living Trust and a Will;
• How to avoid the costly, public and time consuming probate process;
• How to plan for incapacity, protect your family and your assets.
• How to safeguard minor children and special-needs dependents.
ABOUT THE SPEAKER
Natalie Spiwak is the CEO and Founder of Affinity Trusts. Affinity Trusts aligns with the leading estate planning law firm, Citadel Law Corporation, to provide SAFE Credit Union members a complete range of advanced estate planning services. By providing accessible seminars, and engaging in personal dialogue with clients about estate planning, Affinity Trusts serves the life-planning needs of many with a high level of passion, expertise and integrity. When not busy with her clients, Natalie loves spending time with her two young children and because she also has a degree in archeology, loves traveling the world!