Estate Plans Are For Everyone

estate planning

Setting up a will, trust, or a comprehensive estate plan can be daunting. However, we prefer to think of it as a joyous experience! With some careful planning and consideration your legacy will be safe and secure, ON YOUR TERMS.

Leaving this critical planning to chance means you are leaving your legacy to be disposed at by the whims of the government. By investing a bit now, you will save your loved ones at least 10 times as much in the future simply by minimizing the Probate process.

Probate is where the government disposes of your assets as they see best, not as how you would have wanted. To top it off, probate proceedings often end up spending tens of thousands of dollars from your estate just on legal costs and proceedings alone. That’s money your loved ones won’t get and added stress and work for them that they shouldn’t have to go through. To make matters worse Probate is a public proceeding. This means everyone will know where your assets went and who to prey on for their inheritance!

As you may have noticed we also strongly believe that having an estate plan is the smart play for anyone over the age of 18. While you may think estate plans are just for old people, everyone can benefit from having one. We particularly encourage newlyweds and  young parents to come take care of this as soon as possible. Let’s face it, tomorrow is not guaranteed.

That doesn’t mean you should be worried about your death. Having a comprehensive plan will bring you relief and peace of mind knowing that your loved ones will be taken care of in case anything happens to you. Having your assets in a trust also provides great protection from potential litigation, predatory creditors, and others who may want access to them during your life.

Comprehensive Estate Planning

  • Three Different Packages Available To Suit A Variety of Needs
  • A Full Review of Your Assets
  • A Plan Created and Tailored to Your Needs
  • Access and A Relationship With One of Our Estate Planning Expert Attorneys
  • A Trust Created Using Industry Leading Software
  • Comprehensive Supplemental Documents, Including Wills, Power of Attorney, Health Care Authorizations and More
  • Access to Our Network of Highly Respected Professionals Including CPA’s, Certified Financial Planners, Life & Disability Insurance Specialists and More
  • Luxury Leather Binder to Keep All Your Important Documents Safe and Secure
  • Official Signing Ceremony Upon Completion of your Plan
  • Optional Planning* Including: Tax Savings Strategies, Child Protection Plans, Asset Protection, Charitable Planning and More
  • VIP Surf Side Membership Package* Available to Ensure Your Estate Plan Will Grow With You Into The Future
  • Call Now to Book An Appointment and Protect Your Future: 949-330-7570

Elder Care and Disability Planning

  • All Inclusive Durable Power of Attorney Documents
  • HIPPA Compliant Health Authorizations
  • Health Care Power of Attorney Forms
  • Elder Placement Assistance
  • Specialized Trusts
  • Guardianship
  • Call Now to Talk to One of Our Experts For More: 949-330-7570

*Add on Services available at an additional cost