Estate Planning Essentials

Estate planning may not involve the easiest subject matter, but the process doesn’t have to be stressful. Join me for a workshop and take an important first step in planning for your future—and that of your family.

We all know it’s important to have a plan in place—it provides us peace of mind and makes difficult times a little easier for our loved ones. Yet, more than half of us don’t have a written estate plan and many more people do not have a plan that meet their needs.

In my estate planning practice, I customize planning solutions. I specialize in helping clients articulate their needs, understand the possibilities, and then select the right mix of planning options.

My unique value: I focus on education, which helps you eliminate worry and determine the best approach to protect your family.

Services offered:

• Estate Planning
• Long-Term Care Planning
• Probate and Estate Administration
• Trust Administration
• Medi-Cal Qualification
• Special Needs Planning
• Charitable Giving Strategies
• Business Succession Planning

Educational Workshops To Demystify Estate Planning:

Do you have questions about estate planning? Are you interested in planning for your future, but unsure where to start?

I offer clear, compelling workshops that answer important questions, offer sound advice, and set you on a path to smart estate planning.

Now accepting reservations for:

Saturday, June 23, 10 am - 12 pm
Chabot Space and Science Center
10000 Skyline Blvd.
Oakland, CA 94619
(includes admission to museum and planetarium shows)
Thurs., June 28, 6:30 pm - 8:30 pm
Eventbrite June 28
Zion Lutheran Church, Garden Room
5201 Park Blvd.
Oakland, CA 94611

Light refreshments will be served.

To reserve a spot:
Click on Eventbrite for Selected Date
Call: 510/336-9500

If interested, please fill out the information requested below.

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