Who Really Needs An Estate Plan & Why?

The answer is YOU if you fit into ANY of these categories:

  • (1) Married
  • (2) Have Children
  • (3) Own Real Estate
  • (4) Own a Business
  • (5) Assets including Life Ins. exceed $184,000 in CA
  • (6) Divorced.
  • (7) Have Family Member with Unique Needs.

Watch this short video to learn why.

You could…

Do Nothing

BUT IF SOMETHING HAPPENS TO YOU:

  • Loved ones have to guess what you might have wanted.
  • Kids may be placed with someone you would not have chosen.
  • Your money and property could be unavailable to family until a judge’s decision 12-24 months after you pass on.

Prepare a Last Will & Testament

BUT IF YOU BECOME INCAPACITATED:

  • Your Will has no legal effect yet.
  • Guardianship Nominations have no effect yet.
  • Your Will becomes public after your death.

Choose Attorney-Guided Estate Planning

GAIN PEACE OF MIND BY:

  • Controlling your money and property while you’re alive.
  • Ensuring your children will be physically and financially cared for.
  • Safeguarding beneficiaries’ inheritance.

Meet with Attorney Barbara Johnson

SCHEDULE YOUR PLANNING SESSION
You’ll be relieved to get a personalized plan in place for you and those you care about most.