Free Estate Planning Workshop

Do you need a trust, a will, or both?

Thu, Feb 26 | 6:00–7:00 PM | Casa Mendoza

73155 CA-111, Ste B, Palm Desert, CA 92260

Appetizers Provided & Limited Seating

What You'll Learn:

-How to avoid probate delays and costs

-What most families get wrong with beneficiary designations

-Trust vs will, and how to choose the right one

Attorney & Counselor at Law

Learn how to protect your loved ones & keep you family out of court

See how thoughtful estate planning can help you ensure your values (not just valuables) are passed on.
Discover tools to keep your money in the family, and keep your family out of conflict and out of court.
Learn ways to reduce unnecessary expenses and emotional strain on you and your loved ones.
Take steps to make your family’s inheritance a smooth hand-off, not a legal tug-of-war.