Estate planning can be a convoluted and confusing process. That is why we have compiled our most helpful tips into quick and easy reference guides, and provide them to the public free of charge. Simply click the links on this page to have one of our books sent directly to your email address!
Learn the Inside Tips to Protecting Your Family in Our Monthly Digital Newsletter, the Legacy Ledger!For Woodland Hills, Beverly Hills: Want to stay ahead of changes that can affect your family? Sign up for our digital newsletter, the Legacy Ledger to stay in the loop. Subscribe
In this webinar, you will learn how protect your assets with a properly built and maintained Living Trust -- and why many Living Trusts fail. Request Information
Kids Protection Plan
This guide walks you through how to stay safe and sane through the pandemic, the conversations you should be having, and links to activities geared to elders. Request Information
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