You're Invited to Attend
Wills & Living Trusts
Protect your family from the delays and legal fees of Probate Court withour proprietary 90 in 90 FORMula™.
Sat / Mar
10:00 AM Session
Katy Geissert Civic Center Library
3301 Torrance Blvd, Torrance, CA 90503
28
Mon / Mar
6:00 PM Session
Katy Geissert Civic Center Library
3301 Torrance Blvd, Torrance, CA 90503
30
Secure Your Seat
Free seminar — limited seating available
What You'll Learn
An Estate Plan is vital for any individual, couple or family that owns a home and has assets.
Ensure that your Estate Planning is in good order by reviewing the methods families use
to avoid the delays and legal fees of Probate Court.
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court.
Advantages and disadvantages of Wills and Living Trusts
How Powers of Attorney work and don't work
What is Probate Court and why you want to avoid it
Why putting property in your children's names may be a mistake
What to know if you are raising children with challenges, disabilities or special needs
Protecting your home from being swallowed up by nursing home care
Protecting your heirs' inheritance from lawsuits, divorce, and spendthrifts
Best practices for naming retirement accounts
HOW THE NEW SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS
Learn about our "90 in 90 FORMula™" proprietary process
Meet Your Advisors
Angelica Roxas
Strategic Asset Preservation, Inc.
Angelica Roxas is a Certified Tax Advisor, Fiduciary Financial Advisor, and Founder of Strategic Asset Preservation, Inc., doing business as South Bay Tax Solutions. With over 20 years of experience, she specializes in advanced tax planning, sustainable retirement income strategies, and well-structured estate plans designed to protect long-term wealth.
Recognized by Forbes and The Wall Street Journal, Angelica is known for her strong technical expertise, direct guidance, and ability to bring clarity and confidence to complex financial decisions.
Ciara Lister
Network Attorney | ePIC Services Company
As a network attorney for eStatePlan™, Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law, she began her law career as a Commercial Insurance Litigator. Seeing clients struggle with the negative effects of probate proceedings motivated her to focus on Estate Planning — helping people avoid these issues before it was too late.
By submitting your registration, you agree to our Privacy Policy.