2019 estate planning resolutions in June?

It’s Never Too Late To Take Action

I’m posting a link to this January 8, 2019 article (below) because it’s a really great article.  And though it’s already  the last week of June, her punch list is still a good place to start. 

If I were to add a #11, it’d be:

11. Develop your own Estate Plan, and set up a Living Trust for you and your family. A solid, well-designed Family Trust will encompass Nos. 1, 2, 3, 5, and 10.   

If your estate plan has never gotten farther than an item on your to-do list, isn’t it time you got into action?  I am offering a free educational seminar on July 20th in La Canada-Flintridge.  Come and learn how a well-crafted estate plan can bring you a great sense of security and peace of mind.  Sign up now to attend!

For more information regarding a living trust, you can access my free report about living trusts by following this LINK.

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Tab Artis

Tab Artis became an attorney the old-fashioned way: he read the law in the solitude of the early morning hours before work as a full-time paralegal, and late into the night after his family had gone to bed. Despite having never enrolled in law school, Mr. Artis fulfilled the requirements of the California State Bar, and did what few think or even dare to do: sit for the California Bar Exam without having attended law school... Read More!

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