estate planning Seminar

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Planning for the future can feel overwhelming, but one decision today can protect your loved ones when it matters most. Proper estate planning is about more than just passing on assets. It’s about making your wishes clear, keeping your affairs private, and easing the burden on your family. Without a proper plan, your estate could be tied up in California’s probate system, a costly, time-consuming, and public process.

This seminar will break down the essential components of modern estate planning:

• Revocable Living Trust: Avoids probate, protects your legacy, and keeps you in control
• Pour-Over Will: Catches anything unintentionally left outside your trust
• Durable Power of Attorney: Lets someone you trust handle financial matters if you can’t
• Advance Health Care Directive: Makes sure your medical wishes speak when you can’t
• House Transfer Deed: Ensures your home is legally protected within your trust