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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!
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