Financial Well-being: Living Trust and Estate Planning

Person making note of their plans in a journal

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Zoom

Learn to establish a living trust and plans for your estate.

Join us and Gina Richardson, SAFE Credit Union Financial Educator, for a workshop on living trusts and estate planning. Learn how to:

  • Avoid the pitfalls of using joint ownership as a way to transfer property
  • Choose the right person to make decisions for you in case of a medical emergency
  • Nominate guardians and provide for minor children
  • Establish a living trust to avoid probate

Register for the Zoom webinar.

Open to all UC Davis community members - staff, academics, students, alumni, and retirees. 

More financial well-being workshops will be announced in the coming weeks. Our calendar will share the most updated information. 

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