Emmy Hernandez, who puts the E.H. in the EH Financial Group, will be hosting an Advanced Estate Planning workshop on Saturday June 15th at the Crowell Library in San Marino. The start time is 10 am. This workshop is the third in her Smart Women, Smart Money educational series. Smart Women, Smart Money is also the title of her monthly financial advice column published in the Arcadia Weekly.
This free community event will discuss the federal transfer tax exemptions covered in the American Taxpayer Relief Act of 2012, tax advice for small business owners and the benefits found in several types of family trusts – e.g. Dynasty, QTIP and Bypass trusts.
We encourage you to bring a friend and join Emmy Hernandez on June 15th. As a Certified Financial Planner and estate planning attorney, she will certainly increase your knowledge base. Refreshments will be served. Please call her office to reserve your seat. (626) 943 – 8833.