Modern Estate Planning Blog

You may be surprised to hear this, but the greatest gift you can give to your family this holiday season can’t be purchased in department stores and certainly won’t fit under the tree.

In fact, your minor children would probably stare at you in utter confusion (and possibly disappointment) if you told them what it was. Your spouse or significant other would probably do the same.

Yet I can assure you that this “ultimate gift” is one of enormous value that will last your family for generations. It’s also one that says “I love you now—and forever” more than any retail gift could.

So what is it?

Estate Planning!

You see, If you want to protect your assets and make sure your kids are taken care of by people you LOVE should the unthinkable happen to you and your spouse… then you must PLAN NOW.

Planning is one of the greatest, most unique and priceless gifts you can give to your family this holiday season.

By giving the gift of estate planning this year, you are also contributing to the overall growth and preservation of your family’s wealth. At a time like this, what could be more important?

Specifically, here’s what the gift of estate planning will give your family this holiday season:

• Asset Protection! You will protect the assets you’ve worked so hard to acquire (cash, real estate, securities, business interests, life insurance, pensions, etc.) and make sure they are passed down to your loved ones in a way that’s safe, secure and free from the financial dangers of divorce or bankruptcy.
• Freedom from the Courts and IRS! Help your family by making sure your assets are passed down to the people you want—without interference from courts, creditors, relatives or the IRS.
• Legal Protection of Your Children! Ensure your kids are protected and cared for in a way you want, by the people you want, should something happen to you. You’ll also avoid the 6 common mistakes parents make when naming guardians for their young children.
• Legally Avoid Taxes! This priceless gift will allow your family to legally avoid paying the estate tax, no matter how big the estate, if death of incapacity suddenly occurs.
• Peace of Mind- Know without a shadow of a doubt that your legal and financial house is in order—and that you have the tools and resources necessary to keep it that way!  

My Holiday Gift To You ($750 Value)!

If you own a home and have minor children, make an appointment this month for a “Peace of Mind Consultation” I will waive my regular $750 planning fee.

In addition, if you are one of the first 10 people who call and make an appointment, I will treat you to a dinner at the Bidwell Street Bistro! You can sit, relax and have dinner on me while you enjoy the peace of mind that comes with having your financial and legal life in order and know how to preserve, protect and grow your financial assets, as well as how to pass on what matters most—your whole family wealth, which is about far more than your money.

Call (916) 241-9661  to make your appointment. Say you want Heather’s Holiday Special. But, remember, you have to be one of the first 10 to make an appointment to get free dinner at the Bidwell Street Bistro.