Ways to Address the high cost of housing in Estate Plans

Date: Tuesday, February 28, 2023
Time: 4:30pm - 7:30pm
Location: Santa Barbara Club
Speaker: Morgan Barnwell, LLM Mullen & Henzell & Steve Weintraub, CFP

The cost of housing has become an enormous financial challenge, especially for young people in Santa Barbara.

Steve Weintraub, CFP with West Coast Financial and and Morgan Barnwell, LLM in Taxation, with Mullen & Henzel will discuss ways to address the high cost of housing in Estate Plans.

They will discuss if it better to rent or to buy.  If purchasing, how can parents most effectively help?  Are there estate planning opportunities?

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