COMMUNICATIONS

 










 





  
FREE Informative Workshops

Reserve a seat TODAY!


California Estate Preservation, LLC conducts various interactive workshops. The workshops are designed to inform and educate the public on topics that affect their lives and their families. Although there is no obligation to buy, we do offer our guests a discount price for a complete Estate Plan Portfolio which includes the Living Trust, Wills, Schedule A & B, Durable Power of Attorneys and Living Wills. Please refer to the bottom of this page for a list of topics that are discussed at our workshops.

 

Upcoming Workshops:

 

Due to the overwhelming response from 2004 workshops and referrals, we will
no longer hold workshops. However, we encourage you to call or e-mail us to receive free information via mail or to set up a free personal appointment.

 

Due to the overwhelming response from 2004 workshops and referrals, we will
no longer hold workshops. However, we encourage you to call or e-mail us to receive free information via mail or to set up a free personal appointment.

 

Topics for Discussion:

We offer many types of workshops but are always open to new ideas.  If there is a topic that you feel should be discussed and is not mentioned below, please feel free to complete an information request form. If you can not make it to any of the workshops listed above, please feel free to request a workshop in your area.

  • How to pay for Nursing Home Care without purchasing costly Long Term Care insurance.
     
  • All about Probate and how easily it may be avoided
     
  • What a Will really is and why it alone may not accomplish what you want.
     
  • Why having a property in Joint Tenancy with children may be dangerous.
     
  • Why your Durable Power of Attorney for Healthcare might not be enough.
     
  • How to reduce the tax on your Social Security income.
     
  • How to ear More than CD rates with your Principal Guaranteed.
     
  • The real story on Medi-Care and Medi-Cal coverage.
     
  • Learn the Secrets about Retirement Strategies and High Yield Safety Investments.
     
  • Learn about the Importance of Asset Protection.

    

                        

 

 

 

                                               

 

 

 

 

 


California Estate Preservation, LLC

(408) 369-8600
Toll Free (888) 825-0400
 
Home  |  Estate Planning  |  Contact Information  |  About Us  |  Resources  |  Links  |  Retirement Strategy  |  IRA Strategies

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