Post-Election Analysis – Tax, Trusts, Planning 

“Elections have Consequences”

Due to popular demand, we are hosting another seminar on this topic.  As you know, elections can have MASSIVE consequences on estate and tax planning. 

Join us for this timely, in-person seminar.  We will explore how the outcome of the 2024 election will likely affect you and your family – and how to take charge and protect yourselves.

Do not miss this rare opportunity to learn and take action while you still can!

Space will be limited - so register early to ensure you have a spot. 

In this free seminar, we will cover:

• ESTATE TAX ALERT!  The likely future of the “death tax” and what you can do to avoid it
• Potential changes to capital gains and other federal taxes
• Proposition 19 – why property taxes may Skyrocket – and how to avoid this
• The planning steps you must take now to prepare for our new political reality
• Trust planning to protect kids and future generations from divorce, lawsuits, and estate taxes
• Trust planning to save the family home and avoid estate tax

This seminar will enable you to save your family home and hard-earned assets.

Date: December 11, 2024 at 1pm 

Location: Bay Café Restaurant Banquet Hall, Palo Alto California (Address: 1875 Embarcadero Road)*

        * Adjacent to the Municipal Golf Course Pro Shop.  When you turn into the parking lot, turn right and go all the way to the end and turn left.  Park as close to here as you can.  The Bay Cafe is located along the path that is accessible from that corner of the parking lot.

Register Here!