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!
Estate Planning
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The “Sandwich Generation” Planning Guide
Are you worried about caring for your children as well as your aging parents? Download our comprehensive guide to estate planning in California. Request Information -
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 -
How a Living Trust Should Be Properly Built and Maintained -- (and Why Many Living Trusts Fail)
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 -
SPECIAL REPORT: PROPOSED TAX LAW CHANGES IMPACTING ESTATE TAX PLANNING
This is a very simple and straight-to-the point summary of the pending tax legislation. This report goes over the key proposals that are most concerning . Request Information
Kids Protection Plan
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The Kids Protection Plan
Your children will not automatically be protected if the unthinkable happens to you. Discover our seven easy estate planning steps to becoming worry-free! Request Information
Elder Law
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Us & Coronavirus: A Guide to Planning with Parents and Elders During the Pandemic
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
General
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This is a quiz you need to take -- Our Free 5 Minute Estate Planning Audit
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