Common Mistake

Assuming Estate Plans Are Only Meant for the Wealthy.

Where There Is a Will There Should Be a Revocable Living Trust

Many people think that a will is all they need to pass assets to your loved ones. However, a will does not avoid the expensive and long process of probate.

For a limited time

We are offering revocable living trust prepared by a California licensed estate planning attorney for only $499.

Don’t Make These
Common Estate Planning
Mistakes!

common estate planning mistakes to avoid.

  • Assuming a will protects your estate from probate
  • Not updating your existing revocable living trust
  • Thinking that trusts are only for the very wealthy
  • Choosing the wrong person to handle your estate.

Sponsor of the "THE FINANCIAL BOTTOM LINE" on KEIB, THE PATRIOT - 1150AM

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