UPCOMING EVENTS

CA Trust and Tax Workshops

Learn How the New Tax Laws
Affect Your Estate Plan.

 


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Discover How Trusts & VA Benefits Can Help You....

Tues., Oct 18th 2pm—4pm 

or

 

Wed., Oct. 19th 2pm - 4pm

Ponte Family Estate Winery
35053 Rancho California Rd.
Temecula, CA

 


WHAT YOU WILL LEARN

  • Why Your TRUST  may still go through PROBATE
  • Your A/B Trust may now be OBSOLETE
  • VA Benefits & How to get them to help pay for Nursing Home Costs
  • New Tax Laws. Is your Trust Current? Find Out.
  • Your SPOUSE DIES, do you know what needs to be done with your Trust?

If You area Veteran or Have or Need a Living Trust, this is a MUST ATTEND Workshop!

Presented by Robert and Dianne Galliano. Robert is an Attorney, Certified Specialist in Estate Planning & Masters in Tax. Dianne is a Certified Fund Specialist with over 12 years as an Advisor. Robert & Dianne have been serving the Temecula Valley communities since 1986.

Please RSVP to 1(951) 506-3150 
or register below
Spouses urged to attend!

RESERVATIONS ARE LIMITED TO THE FIRST 25 CALLERS!


2011 Tax Laws-How They Affect Your Trust

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