(415) 927.2273

By the Bay Health

Estate planning SEminars

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How to Know if You Need to Update Your Estate Plan

March 30, 2023, Noon–1 p.m.

Is it time to re-consider the plan that comes into effect upon your incapacity or death? Learn of legal changes impacting estate planning. Get tips for examining your existing plan and deciding if it reflects your current family situation, finances, and personal priorities, or whether it’s time to refine your plan.

We are proud to offer these informative seminars — at no charge. Learn from recognized experts in the field of estate planning: Lisa Fialco, Estate Planning, Probate & Trust Law Attorney at Kelley & Farren, LLP; and Jeff Woods, Legacy Giving Specialist at By the Bay Health

  • You are welcome to attend any or all of these seminars.
  • Pre-registration required. Fill out form below.
  • All seminars will be held via Zoom®