Get a FREE Copy of California Estate Planning Guide
Discover the worst estate planning mistakes most people make—and how to avoid them.
Do you want to take care of yourself and your family? Are you concerned about planning for the financial well-being of your family while you are alive and after you pass away? Do you want to make sure your wishes are carried out regarding “who gets what”? Are you worried about estate taxes and how to minimize them? Do you wonder what will happen if you die without a will? Do you understand the benefits of having a trust and an estate plan of your own?
If you answered yes to any of these questions, you owe it to yourself and your loved ones to request my free California Estate Planning Guide.
Why am I offering you this valuable guide free of charge?
Because I’ve seen what happens when a person dies without an estate plan of any kind—not even a will. When this happens, the State of California simply distributes assets according to the laws of intestacy, without considering what the decedent would have wanted. I’ve seen families lose their homes because they were forced to wait so long to receive much-needed inheritances through the needlessly expensive and lengthy probate process. I’ve seen families tear themselves apart fighting over assets because of improperly designed, funded or administered trusts and other planning tools.
Sadly, many estate planning attorneys earn more money “fixing” plans designed by attorneys who do not focus on this complicated area of the law than they do designing customized, effective plans for their own clients.
Simply put, I want to help people properly plan for the future. My free planning guide is a great way for families to learn the basics, starting with the worst possible mistakes many families make.
To receive my invaluable California Estate Planning Guide, simply complete the information below. You will receive an email confirming that you ordered my guide, not some Internet robot. Then, just click on the link in the email, and you will be taken to the download page. I’m sure you will find my guide a useful source of planning information and help you avoid the costly mistakes made by many individuals, couples and families.
Oops! We could not locate your form.