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Educational Workshops to Demystify Estate Planning

Do you have questions about estate planning?

Are you interested in planning for your future?

Estate planning may not involve the easiest subject...and that of your family.

It's important to have a plan in place...many more people don't have a plan that meets their needs.
In my practice I focus on customizing solutions. I help clients articulate their needs, understand the possibilities and then implement an estate plan that best fits their and their family's goals. My approach is unique in that I focus on education. I find that by giving clients a greater understanding of the options available they stay in control, which eliminates stress.
I offer clear compelling workshops...smart estate planning workshops.

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