PEOPLE DON'T PLAN TO FAIL, THEY FAIL TO PLAN
When I have lectured to groups I share all the famous people who died without an Estate Plan… Pablo Picasso, Walt Disney, Marilyn Monroe, Elvis Presley, JP Morgan, John D. Rockefeller, US Supreme Court Justice Warren Berger, Heath Ledger, Sonny Bono and in September 2023 Michael Castelli.
I advocate an estate plan for EVERYONE. Without a trust your matter goes into probate. When my father passed away we were in Probate Court for 10 years.
Estate planning has many benefits:
It helps you maintain control of your property while you are alive regardless of your age, health or financial condition.
It keeps you and your loved ones safe from unnecessary court costs, professional fees and taxes to the state (such as the "death tax" that some states enforce even if you are exempt from federal taxes).
It gives you peace of mind knowing that your wishes are documented and legally recognized should anything happen to you.
To get started on your estate plan, contact my Palm Desert law firm, Dale Gribow Attorney at Law, for an initial consultation.
ESTATE PLANNING WITH YOUR GOALS IN MIND
As your legal counsel, I will meet with you personally to develop an estate plan that is tailored to meet your needs. This estate plan may include some or all of the following documents:
Advance Healthcare Directive which you should give to Eisenhower, Desert Regional or JFK to be on file.
Durable Power of Attorney
Contact me ASAP to help you through the process of estate planning. I have decades of legal knowledge and am more than willing to guide you step by step throughout the process. I guarantee the highest quality counsel and legal representation. Reach out today to find out exactly what I can do for you.