Why you need the Estate Planning Guide

Do you want to make sure your wishes are carried out regarding “who gets what”? Are you worried about probate and want to know how to avoid it? 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 get my free California Estate Planning Guide.

It guides you through major life changes

You want to take care of yourself and your family and are very concerned about their well-being if something happens to you. Creating an estate plan will help prepare you and your family for major life changes, both good and bad.

It’s important that you begin this process now, before it’s too late! That’s why I prepared a California Estate Planning Guide, so you can protect your family’s future, both while you’re living and after you have passed.

It helps you prepare for the worst

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 requires a Court to distribute 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.

It helps you build a solid plan for the future

Sadly, many estate planning attorneys earn more money “fixing” plans designed by attorneys who do not focus on this area of the law than they do designing customized, effective plans for their own clients.

My free planning guide is a great way for you to learn the basics, starting with the worst possible mistakes many families make. I’m sure you’ll find it a useful source of planning information, and that it helps you avoid the costly mistakes made by many individuals, couples and families.

Get your FREE GUIDE!

To receive my valuable California Estate Planning Guide, simply complete the information below. You will receive an email confirming that it was you who requested the guide, and not some internet robot. Then, just click on the link in the email, and you will be taken to the download page.

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    Davis, CA 95616

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    Sacramento, CA 95825

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    San Antonio, TX 78258

    We operate on an appointment-only basis other than our Davis office.

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