As Advisors, we need to be prepared for the vast array of scenarios and circumstances our clients face in protecting assets. Join our online workshop and discover practical steps for your clients to protect their children’s inheritance, maintain control of their assets, and avoid probate. PLUS, receive a gift from Napa Valley!
Online
Join us online from your home!
Wednesdays
5:30PM & 12:00pm
Call us to RSVP! 707-492-3112
Our free workshops are designed to give you step-by-step estate planning methods you can apply to your clients’ financial circumstances.
- In less than 25 minutes you will learn practical tips to help your clients avoid the cost, expense, and headache of Probate Court.
- Eliminate tax reassessment
- Protect inheritance from creditors or the government
“Celaya Law has been our go-to for estate work and questions. Anthony and Meghan are not only knowledgeable but thorough and prompt with their work. Our clients have been very happy with their work and service. “
– Kent Kuhlmann
President & Chief Advisor, Kuhlmann Associates Financial
“I have worked with Anthony for several years with a variety of clients. I am impressed with his process of getting to know the client and their specific needs and his follow up education as the clients complete the work. Estate Planning can be a daunting task, but Anthony breaks it down to simple steps and explains as he goes. Clients understand what they have when he is done.”
– Chal Daniels
Founder & Financial Advisor, Harvest Financial
“Our firm has worked with Celaya Law for many years. We refer clients to them because of the quality of their work. They are thorough, knowledgeable, supportive and insightful. They find solutions to estate issues when we’ve been at a loss. Celaya Law has been great at achieving what is best for each of our clients – always explaining planning and preparation in terms that are understandable.”
– Kelley DeGarmo
LPL Financial
Meet the Presenter
Anthony Celaya will show attendees how to plan ahead to protect their family, home and assets.
Anthony is a father of six and an estate planning attorney in Napa Valley. He has prepared hundreds of estate plans for Napa and Solano residents. Anthony will show attendees proven strategies he uses everyday to serve families.
English
Spanish