Date:  September 19

Time:   TBD

Location:  TBD

Estate planning isn't just about what happens later; it's about maintaining control and peace of mind today. At this seminar, we will cover:

• The Power of Trusts: How to avoid the lengthy, expensive, and public probate process in California.
• Tax Strategy: Essential updates on capital gains, property tax reassessments (Prop 19), and inheritance laws.
• Real Estate Optimization: How to manage and transfer property assets while maximizing value for the next generation.
• Family Protection: Steps to ensure your children and heirs are provided for exactly as you intended.

Enjoy a dynamic discussion featuring local leaders in:

• Estate Law: Specializing in living trusts and asset protection.
• Tax Professionalism: Experts in minimizing the "death tax" and navigating CA-specific codes.
• Real Estate Strategy: Led by Jen Landon & Nancy Gonzalez, providing the localized market data you need to make informed decisions.

Admission is complimentary, but seating is strictly limited to ensure an intimate environment for Q&A. First 50 registrants receive FREE lunch!

Don't leave your family's inheritance to chance. Join us for a morning of education, empowerment, and actionable advice.