Center to Offer Help With Estate Planning
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SAN JUAN CAPISTRANO — To help the community with estate planning, Mission San Juan Capistrano’s newly established Estate Design Center will host its first monthly informational seminar today.
Tax lawyers and financial planners will be on hand to present the free workshop.
“Estate taxes can dramatically reduce the amount of wealth passed on to heirs,” said mission administrator Jerry Miller. “We are providing these seminars as a public service.”
Samuel Olmstead, associate financial consultant for Merrill Lynch, will be the key coordinator of the new estate center. Lincoln Financial Services and American Express Financial Services are also involved in the estate planning project.
The center’s first seminar will be offered at two different sessions, from 2:30 to 4 p.m. and from 7 to 8:30 p.m., in the video room at the mission, 31522 Camino Capistrano. Information: (714) 248-2048.
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