How to Preserve Family Wealth and Relationships While Avoiding the Mistakes That Run Up Needless Expenses and Rip Families Apart

• How my clients avoid mistakes that most people make and protect their life’s work from loss to ruinous taxation and legal fees
• How poor planning can put family members at each other’s throats, battling over the scraps that remain from a pillaged estate
• Why “having a will” could be the worst way to plan for your family, and does not prevent the costs, delays or red tape of probate court … sometimes forcing families to wait years for what remains of the inheritance you had planned for them
• How my clients protect their estates from irresponsible in-laws or other family members — crafting a legal fortress against any attacks, even those they never saw coming
• Why the mistake of “trusting my family to do the right thing” is unreliable and unfair — and can be a virtual time bomb of financial loss and irreparable fallout in family relationships
• Why “naming beneficiaries to everything” may be a woefully inadequate strategy for many people, leading to chaos, anxiety, and debilitating expenses for heirs
• How families can still protect against unforeseen losses, even if you think it’s too late to plan due to serious illness or mental incapacity
• How to have peace of mind knowing you and your family are prepared for life’s inevitable challenges … especially during these uncertain times

And Finally …

• How to ensure that your family members will be treated the way you want after you’re gone, preventing unnecessary losses and disputes — leaving instead a legacy of love, attention to detail, and responsibility