Please join us for a free estate, tax, and financial planning seminar presented by Mark S. Drobny, a state bar-certified specialist in estate planning, and Josh Pelz, a financial advisor at Merrill Lynch Wealth Management.
Enjoy breakfast bites and discussion on estate and financial planning topics that help you discover the many ways you can properly prepare for your estate and reduce taxes.
Free parking will be provided in the hospital’s garage adjacent to and behind the healthcare facility.
Mark S. Drobny, Attorney at Law
Taxation Certified Specialist
Estate Planning, Trust and Probate Law; The State Bar of California Board of Legal Specialization
Josh Pelz, Financial Advisor
Merrill Lynch Wealth Management
Bayley, Pelz & Associates
Topics Covered
- How the fiscal cliff on 12/31/25 could impact your estate taxes
- Introduction to wills and trusts
- Retirement and tax planning strategies
- Joint tenancy vs. living trusts
- How to liquidate appreciated securities and real estate and avoid capital gains tax
- How the SECURE Act impacts IRA distribution taxation
- Why significant changes in tax laws may require your trust to be amended
- How Prop 19 impacts parent/child transfers of real estate
- What is a more tax-efficient way to make charitable gifts
- How to avoid emotional investing by creating a financial plan
- Increasing life expectancies are requiring more long-term planning
- Retirement age expectations vs. actual retirement age realities
- Financial/retirement planning tools