Join us this month for a fabulous brown bag lunch event. Plan for the future with estate lawyer, Melinda Osterloh, of OoLawLaw and focus on creating a reasonable budget in these economic times with Elizabeth Weinstein of TheWealthSpa.
When: April 24
Time: 11:30am - 1:00pm
Where: Cubes&Crayons Silicon Valley. 152 E. Dana Street. Mountain View.
Cost: FREE (onsite childcare available for $12/hr.)
Basic Budgeting.
Tough economic times call for tough budget planning. Come spend a lunch with
Elizabeth Weinstein as she goes over the basics of personal finance, family
budgeting and home business planning. Learn how to save and cut costs and
manage fluctuating income while planning for the future. Bring a
notebook and a lunch for some financial advice from an expert.
Estate Planning.
Discuss how to avoid probate, pick a guardian for your minor children, and distribute your assets to your children without spoiling them. Learn how your planning will affect future estate, capital gains, and income taxes. In the end, you'll appreciate how a properly-drawn estate plan can give you and your heirs true peace of mind.
RSVP: contact@cubesandcrayons.com
About Elizabeth
Elizabeth is an Attorney, CFP, Mom, Blogger, Author, Radio & Video Show Host, and Entrepreneur. She teaches women business owners & entrepreneurs how to experience holistic wealth, by up-leveling their businesses and creating balance in their lives.
Estate Planning with Melinda
MELINDA MACDONALD OSTERLOH
Melinda
has been a licensed member of the California Bar Association for the
past thirteen years. She practiced employment, tort, and business
litigation for three years before going in-house at Thomson Corporation
and LexisNexis as Director of Business Development. In 2003 she began
working as a trustee before joining Gigi and forming Osterloh &
Orta. Her unique professional and educational background in business,
litigation and trustee work bring a practical and big picture approach
to problem solving. Melinda practices business and estate planning,
with an emphasis on family wealth preservation strategies, trust
administration, counseling fiduciaries, and closely held business
planning. In 1993, Melinda received dual undergraduate degrees in
English Literature and Psychology from Randolph-Macon Woman's College
in Lynchburg, VA. She graduated from the University of San Francisco
School of Law in 1996 and was a clerk for Justice Carl W. Anderson,
Ret., California Court of Appeal, Second District, and the Honorable
Marshall Whitley, Alameda County Superior Court. She is admitted to
practice law in front of California Superior and Supreme Courts, as
well as the Northern District of California. She is a member of the
Estate, Trust & Probate Sections of the Alameda County Bar
Association, California Bar Association and American Bar Association,
and is obtaining an LL.M. degree in Taxation from Golden Gate
University. Outside of work, she is on the Board of the Burlingame
Mothers Club and is an active member of the Junior League of Palo
Alto-Mid Peninsula. Melinda was raised in Piedmont and currently lives
in Burlingame with her husband, Rick, and their sons Erick and Alex.
Contact Melinda at Melinda@oolawlaw.com.
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Posted by: Smithroxy | May 26, 2009 at 01:00 AM