Estate Planning & Asset Protection Workshop

Estate Planning  & Asset Protection Workshop

Assets change, the family evolves, and health issues arise. If you already have a living trust or are thinking about getting one, you need to make sure your plan works when the time comes.

Our free educational workshop in Woodland Hills will provide you valuable information to protect yourself, your assets, and your loved ones. By attending, you will qualify to receive a FREE attorney consultation.

We’ll be covering how to:

  • Avoid the costly process of probate

  • Understand the impact on the NEW California Death Tax & proposed partial repeal of Proposition 13

  • Hold property in title correctly to save you capital gains taxes if the property is sold following a death

  • Protect your loved ones from losing their inheritance to divorce, creditors, lawsuits, and more

  • Ensure your Trust is set up to help you qualify for important Medi-Cal & VA benefits

Free parking. Space is limited. Refreshments served.

RSVP: 855-234-0006 | |