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ATTENTION ESTATE PLANNER GUESTS:
California Estate Preservation, LLC has no affiliation
with Estate Preservation, Inc. from Southern California


  




 

A Place to Build and Preserve Your Wealth
 

Stop losing what you worked so hard for!!!

                                       

 

 
 
Oval: CLICK HERE TO ATTEND OUR FREE INTERACTIVE WORKSHOP

    

Welcome to California Estate Preservation, LLC


                   
Our Mission Statement

With our team of professionals we strive to improve our client's quality of life by meeting their needs in wealth preservation, asset protection, and achieving piece of mind with security for their way of life.
 

 

     Increase Your Family's Wealth By:

 
*Taking advantage of all the benefits available in order to pass your estate to your loved one's.

*Getting a better return than you are currently receiving on your    Certificates of Deposits (CDs).
 
*Establishing a Bypass Trust to avoid devastating probate and federal estate taxes.

*Creating a Preservation Trust when you are over the federal exemption will avoid the 39% to 48% death tax.

*Decreasing taxes on your Social Security Income. You may be able to take the steps to avoid the unnecessary 50% to 85% tax.

*Receiving tax free retirement income.

*Selling stock, a rental, a piece of property, or any appreciable asset and pay no capitol gains while receiving a tax credit.

*Protecting over-funded pension plans. Don't pay the 70% penalty.

*Creating a Family Limited Partnership to protect your home, your business, your livelihood from the predators of frivolous law suits.

*Extending the life of your IRA. You and your spouse can create a dynasty for your children, grandchildren and great grandchildren.
 
*Investing in long-term care. We have a simple solution that we believe will make sense to you.
 

All personal information is kept private and confidential.

 

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California Estate Preservation, LLC
(408) 369-8600
Toll Free (888) 825-0400

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Information outlined on this web-site is intended to be educational in nature and is not to be interpreted as legal advice.