Join us for this FREE Education Webinar
Open to Kobrick & Moccia Clients Only!

‘The Importance of Funding Your Trust’

What is Funding? Why is it important?
How do I know that my Trust has been funded properly?

Friday, March 24, 2023

at 10:00 AM ET
On this webinar you’ll learn:

• What ‘Funding’ means
• Why Funding your Trust is so Important
• The Consequences of NOT Funding your Trust
• How to Know if your Trust has been Funded or Not
• The Steps to Take to Properly Fund your Assets to your Trust
• How Kobrick & Moccia can help to Ensure your Trust is Funded Properly

A live Q&A Session will follow this Presentation so that you’ll have the opportunity to ask the questions most important to you and your family!

We’re now offering our popular ‘Living Trust Seminar’ Online.
Join us from the comfort of your couch!

What is a Living Trust?
How is it Different from a Last Will & Testament?
Which is the right option for me?

Tuesday, April 11, 2023

at 10:00 AM ET
On this webinar you’ll learn:

• What a Living Trust is
• The Difference between a Will and a Living Trust
• How a Revocable Living Trust lets you stay in control of your Estate
• What Probate is and why you don’t want your loved ones to have to deal with it
• How to Avoid Probate
• How to be sure your Estate gets distributed Efficiently and is kept out of Court
• How to avoid or minimize the taxes to maximize your family’s inheritance
• Keeping your inheritance in your family in the event your spouse remarries

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

We look forward to seeing you!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!