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Legacy Wealth Planning Seminar

Many families here in the Los Angeles community, are lacking the education and resources they need to protect themselves from taxes, probate, divorce, lawsuits, incapacity, and rising long-term care costs. Sadly, according to a 2010 survey conducted by Forbes, most seniors don’t have any estate planning in place. Only 48% of those 65 and older have basic documents such as a financial power of attorney, authorizing someone to make financial decisions for them if they are incapacitated and less than 60% have health care powers. Even fewer have a Will or Trust in place. But to make matters worse, many people who have gone through the steps of creating a Will or Trust think they are protecting their families and passing on their wealth, and yet... most of them are making critical errors with traditional “bare bones” estate plans. This problem is growing as America ages, in fact, nationwide, 10,000 baby boomers are turning 65 every day — and will continue to do so for the next 20 years.

That’s why I want to help make a difference in the lives of our local families. Estate planning is an essential process that provides a wide range of benefits for ourselves and our families while we are alive including additional protection long after we’re gone.
Please join us for our upcoming Seminar to arm yourself with the knowledge to protect your family and your legacy.



Protecting Your Family, Leaving a Legacy

Thursday, May 31st
6:30 pm – 8:30 pm
Light Fare  Served 

Please RVSP by May 29th

Contact Our Office by Email at

Seating is limited and will be based on first come/ first served reservations.