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PROTECT YOUR A$$ETS: Debunking the Myths That Could Cost Your Family $1,000...

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The Lodge at Lake San Marcos

1105 La Bonita Drive

San Marcos, CA 92078

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In this FREE, informational seminar you will learn all about how you can protect your assets as well as:

  • Why a will is not enough in California!

  • How to skip probate court.

  • How to maximize inheritance by avoiding statutory probate fees.

  • Why estate planning isn’t just for the old and wealthy. If you own a home, you won’t want to miss this free class!

Seating is limited--register for your free seats today! Coffee and snacks will be provided.


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PRESENTED BY The Law Office of Dana L. Green

About Dana:

My Estate Planning clients appreciate the peace of mind they have once their estate plan is in place. They know that their families will be taken care of as they intend and that their assets will be preserved based on current tax laws. With Probate costs so high in California, anyone with assets valued over $150,000 should consider a Revocable Living Trust. My Complete Estate Planning Package includes: Revocable Living Trust, Pour-Over Will(s), Advanced Health Care Directive(s), Power(s) of Attorney Over Assets, Guardian and Conservator Appointments as well as all funding documentation necessary to fund the trust including Trust Transfer Deeds.

Estate Planning is not reserved for the wealthy as people often think it is. Even our young adult children (18+) need three important Estate Planning documents: Advanced Health Care Directive, HIPAA Authorization and Power of Attorney. Without these documents, parents have no right to information or decision making on behalf of their adult children.

Contact Dana by email at dana@danagreenlaw.com or visit www.danagreenlaw.com

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Date and Time

Location

The Lodge at Lake San Marcos

1105 La Bonita Drive

San Marcos, CA 92078

View Map

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