Deciding on the type and level of estate planning is complicated, and there is a lot of misinformation out there.
Our new "2010 California Consumer Guide to Wills, Living Trusts, and Estate Planning" is designed to outline the main planning options available, from doing nothing at all to having a comprehensive estate plan using a revocable living trust as the basis.
For those with larger estates who are concerned about income taxation and the future of the federal estate tax (i.e. the "Death Tax"), the brochure contains discussions of special planning for retirement plan assets, charitable trusts, and irrevocable life insurance trusts, as well as a brief description of planning for special needs children.
You may download and distribute this brochure freely to family, friends, and co-workers.
2010 California Consumer Guide to Wills, Living Trusts, and Estate Planning
To learn more about your estate planning options, attend one of my free living trust seminars. Attendees will be eligible for a reduced fee for the restatement of an existing estate plan, or the creation of a new estate plan as well as a reduced fee for advanced planning such as insurance trusts, retirement asset trusts, and supplemental needs (special needs) trusts for minor children. Seminars are generally offered the 2nd and 4th Saturday mornings of each month.
You can view testimonials from people who have attended the seminar here: Testimonials
You can view all upcoming seminars and make a reservation by clicking here.
Want to get started with the estate planning process? Schedule a free consultation by using this link: Schedule an Estate Planning Consultation |