Did you know that the State of California already has an estate plan for anyone who fails to prepare or update one for themselves… and it doesn’t protect you or your loved ones in the way you would want?
It is essential that you feel confident and sure about the estate plan you have in place and we can help!
Imagine the peace of mind you will have when your estate plan (Will and Trust) is completed and your assets and family are protected and safe.
Here are some of the main ways we help our clients. Not sure where to start? Book your planning session.
Join a live webinar, register for an in-person event or invite Laura and Josh to speak at your company event.
In Good Parents Worry, Great Parents Plan, estate planning attorney and mother Laura Meier shows you the legal and practical steps you must take to protect your children from temporary foster care, courtrooms, loss of inheritance, and other turmoil most kids experience when their parents pass away.
“Laura Meier’s The Family Nest Egg gives parents the tools they need to find confidence, stop worrying, and secure the financial future for their loved ones. Laura’s real-life stories and actionable advice make this read a trustworthy resource for budgeting, investing, and preparing for a financial crisis.”
Virtual and in-person appointments available.