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Estate Planning Newsletter

Dear Friends and Homeowners:

When you pass away the State of California may: 

  1. Make details of your personal finances a matter of public record,
  2. Decide who will take care of your minor children, and
  3. Charge your loved ones $25,000 or more for the pleasure of doing so.

. . . unless your estate is properly prepared.

Rochford Law Group invites you to attend a free estate planning workshop that will answer the following questions: 

  • How can you choose who will take care of your children when you die?
  • How can you make sure that your money will go to loved ones and not the government or lawyers after you die?
  • How does a living trust assist in avoiding probate?
  • How can you choose who will make health care decisions for you if you are incapacitated? 
  • How can you choose who will manage your finances if you are incapacitated?
  • How can you keep your finances from becoming a matter of public record after you die?

Current probate, estate tax, and gift tax laws can work in your favor, and we can show you how.  It doesn’t matter how “small” your estate is.  If you are a homeowner, have life insurance, or any type of savings or retirement accounts, you need to protect these assets for your loved ones.  It’s not that hard, and it’s not expensive.  Having a will is not enough.  To learn how, please attend one of the workshops.

Space is limited so please notify us of your plans to attend by calling 949-852-7310 or registering on-line by clicking on the link above.

Steve Rochford, Esq., LL.M.