Thank You for Your Visit and Taking This First Step
John Lennon wrote, 'Life is what happens while you're busy making other plans.'
We can't eliminate the pain of negative 'life' events, but proper planning can empower each of us to deal confidently with the medical emergencies, disabilities, and death - of 'life.'
So, when you are ready, follow these steps to effectively plan for you and your family:
- Explore the Resources on our site;
- Attend an Online Live or Prerecorded Educational Event;
- Schedule a FREE Consultation to ask questions and discuss your personal situation; and
- Schedule Your Own Family's Wealth Planning Session
Get the peace of mind that comes with knowing everything is set up properly, and protecting you and your loved one now, tomorrow, and into the future.
Basic Protection for All Adults in California
From birth to 18, people in California are considered minors, dependent upon their parents (or court-appointed guardians) for decisions and management of their property and personal affairs. If kids screw up, California Courts hold parents responsible, and look to them to fix it.
Everyone 18 years or older are considered adults, with the power to decide (and take responsibility for) their own decisions, property, and children. SOUNDS GREAT, RIGHT?
- Advanced Healthcare Directives: Choose someone to make healthcare decisions;
- Power of Attorney for Management of Property and Personal Affairs: Choose someone to act for you;
- A Simple Will: Choose someone to manage your things (digital assets are a big part of this today), and care for your own children (regardless of how many or how much you have);
- Temporary Guardianship for Your Minor Children: Choose someone to care for your minor children (to avoid them falling into the hands of Child Protective Services).
Share these with the people you've chosen, so that they are ready and prepared to act if needed.