Upcoming Estate Planning Events

Proposition 19 (Prop 19) recently passed in California and contains two major changes in California property tax assessments that could impact your estate planning. To ensure that your estate plan…

Have you ever wondered when is it the right time to incorporate? You are not alone! Many business owners are wondering the same thing. Whether you own an existing business,…

The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact…

Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…

Want an in-depth look at Estate Planning for your unique family situation? Do you own property, need special planning or own a business? Our experts are hosting a no-cost, live…

Major Tax Changes Are Likely: Are You Prepared? With a new administration now in power in Washington DC, taxpayers can anticipate major changes to tax laws and regulations. While we…

Major Tax Changes Are Likely: Are Your Clients Prepared? Are you a Business or Financial Advisor who has clients that own small businesses? This is the webinar for you! With…

The relationship between estate planning attorneys and financial advisors is critically important when it comes to  protecting your clients.  We know first-hand how complex Estate Planning can be, but a well-informed…

Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…

Are you a financial advisor, real estate agent, or broker? Do you advise clients who own real property in California? If so, you most likely already know what happened on…

Are you a small business or financial advisor? Do you have clients who are planning to sell their small businesses, retire, and/or transition their companies to their children or others?…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…

Make Life Insurance a Vital Part of Your Estate Planning Toolkit In a world where nothing seems certain but death and taxes, life insurance plays an increasingly vital role in…

The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients.  We know first-hand how complex Estate Planning can be, but a…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, live, no-cost webinar,…

Do you have a proper business plan in place to ensure that your business is growing predictably and consistently? There are 6 key parts of every business regardless of industry…

Are you a small business owner? Did you pay too much in taxes this year?  If so, this is the workshop for you and NOW is the time to plan…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

Estate planning isn’t just about dividing assets—it’s about creating peace of mind and protecting the people you love. At Wine, Wills & Wisdom, we’re offering clear, practical guidance in a…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…

A proper estate plan can help your family avoid time in court, maintain control of your assets, avoiding infighting, and minimize delays and costs. In this 60-minute, in-person, no-cost workshop,…