Print

Peter Kote will present “It’s Your Estate” review on Friday

On Friday, Oct. 31, 1:30 to 3 p.m., Kote will review the topics covered during the “It’s Your Estate” 8-week program. In addition, Kote will recommend estate and financial planning recommendations to families who volunteered to provide their personal information during the eight-week program sponsored by Laguna Beach Seniors and the Suzy Q, among others. 

The program is free, purely educational in nature, and anonymous; the presenter will not receive the attendees contact information. Kote’s “It’s Your Estate” program and weekly workshops are held at the Susi Q Community and Senior Center, 380 Third St.

“I am a licensed professional fiduciary and been in the business for over 20 years, Kote said. “Most folks will use a family member in their estate planning documents, and to enhance that discussion; we will provide a checklist for family members to use in discussing who to pick for their successor trustee for their Living Trust, attorney in fact for their Durable Power of Attorney, agent for the Advance Health Care Directive, and the Executor in the Will.”