Yorba Linda Public Library
4852 Lakeview Ave, Yorba Linda, CA, 92886
Olinda Conference Room
Monday, June 20 | 10 AM – 11:30 AM Only 16 seats available
We will help you prepare:
- How to keep your wealth within your family for multiple generations
- How to avoid the biggest threats to preserving your wealth
- How to calculate the value of your estate
- How to create a wealth management plan
- How to create a sustainable withdrawal plan
- The importance of having a trust and life insurance policy
- Strategies to reduce wealth loss to taxation
- How estate planning can affect your future generations
- How to NOT disinherit your children and grandchildren due to poor estate planning
United California Estate Services 