Parents make many sacrifices to provide financial security for children and grandchildren. Don’t let an inheritance get eaten away by bad planning. Learn the greatest mistakes made by parents and heirs and find out how to: make the inheritance a blessing, not a curse; become a good steward of the inheritance by creating a plan for spending; leverage the money to benefit yourself and future generations; be aware of the hidden traps, and inherit real estate while minimizing taxes.
A free seminar titled "How Not to Lose Your Inheritance" will be lead by Alan Kondo on Thursday, August 9 from 7-8:30 p.m. All are welcome to attend.
Alan Kondo, a specialist in retirement and estate planning, is a Certified Financial Planner and Chartered Life Underwriter, and a business columnist for the Rafu Shimpo. He is an independent Registered Investment Advisor offering securities and investment advisory services through Charles Schwab.
The Crowell Library is located at 1890 Huntington Drive in San Marino.