Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with
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Estate Planning | Wills | Trusts
ONLINE Estate Planning in Irvine and Throughout California
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events. If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It’s called “Wear Clean Underwear” because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
This quick guide helps you learn how to make the smart and loving choice for your family
Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you? We'll help you set up a plan that's tailored to your needs.
If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. And rightly so. we have strategies to help protect your assets while you are alive and for your family after you are gone.
Trying to handle the details of being a trustee during a time of loss can be a challenge. We are here to help you through the technical details of administering your loved one's trust.
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of
– Free Report –
Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney … And How To Make A Loving Choice For Your Family
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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