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ESTATE PLANNING TO EASE YOUR MIND: Protecting Yourself, Your Loved Ones, and Your Assets

  • Congregation Ner Shalom 85 La Plaza Cotati, CA, 94931 United States (map)

Presented by Naomi Metz, Attorney, Law Offices of Naomi Metz

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The law provides a default plan for distributing your estate upon your death, but this may not accurately reflect your intentions, particularly if you are not married or in a Registered Domestic Partnership. In addition, there is no default for the care of you and your assets in the event of your incapacity, whether temporary or permanent.

Please join Naomi Metz and Ner Shalom for this complimentary seminar to learn about the options for financial and health care decisions during your life, and ways in which you can direct the disposition of your assets upon your death, including:

  • Estate Planning

  • Enhanced health care protections with appropriate documentation

  • Financial powers of attorney

  • Gifting during life or upon death

This seminar is free, but your registration is helpful:

If you have questions or would like more information contact Vicki Allen at (707) 664-8622 or email he

Earlier Event: June 27
Board Meeting
Later Event: July 3