Estate Planning News

Estate Planning News - June 2, 2022

New Blog Post

Estate Planning Checklist: 5 Ways to Prepare

Nobody wants to think about becoming sick or passing away at a young age. However, accidents can happen to anyone at any time. Life can be unexpected.

Unfortunately, many people have denied estate planning over the years. Some believe it’s not necessary while others don’t feel comfortable discussing the idea of death.

However, a comprehensive estate plan should consider what happens in the event you become disabled or pass away. It is about making sure that your loved ones are taken care of after you die and that your assets are distributed how you wish. By planning ahead, you can minimize future stress for your family and friends.

Questions? Email Us

Live Workshops

Upcoming Workshops Dates and Locations:

Please feel free to share this information with anyone who may be interested.

Ventura Workshop Dates & Location

Hotel: Four Points by Sheraton, Ventura Harbor Resort

1050 Schooner Drive

Ventura, CA 93001

Dates:

Saturday, June 4, 10:00 a.m. – 12:15 p.m.– or –

Tuesday, June 7, 7:00 p.m. – 9:15 p.m.

Seating is limited so reserve your seats asap!

Reserve Your Seats for the Workshop

Videos

What is Conservatorship

According to Wikipedia: Conservatorship is a legal concept in the United States. A guardian or a protector is appointed by a judge to manage the financial affairs and/or daily life of another due to physical or mental limitations, or old age.

Listen to Chris explain the details.

Click here to watch video.

Working Hard to Protect

What You Worked Hard to Build.™

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