Educationally Based Estate Planning Services

Educationally Based Estate Planning Services

Educationally Based Estate Planning ServicesEducationally Based Estate Planning Services




Without proper planning you may have an unintended beneficiary named the State of California! 

According to AARP 50% to 70% of  Americans are going to die without a will no less an entire comprehensive estate plan. 

Often times people don't think they are rich enough or old enough to need a trust and an estate plan or they think it is too complicated, too expensive or that they will get to it one day.

Estate planning tends to be one of the most overlooked areas of personal financial planning.  We tend to focus on  making the money, saving the  money,  growing the money and distributing the money but we don’t spend enough time planning how to properly transfer what we don’t spend at the end of our lifetime. 

If you live in California and own a home worth $50,000 or if you have personal property worth $150,000 or more and you pass your assets to your loved ones without a trust, your property and estate could be subject to complex probate.  

Probate is a court-supervised proceeding that analyzes and proves the validity of a decedents wishes and  appraises the value of the estate, and administers and distributes the estate for the benefit of the beneficiaries. Probate can last 9 months to 2 or 4 years, the costs of probate are determined by the state and assets are frozen while in probate.  

We work with people educating and empowering them to properly structure an estate plan. We provide simple complimentary estate planning consultations and trust delivery and notarization services at preferred pricing.

Contact us to learn more.