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.

  • This field is for val­i­da­tion pur­pos­es and should be left unchanged.