If you have assets and do not have a plan, your estate may end up being settled in the California Probate Court. Probate court is expensive and settling your estate can take years, instead of months to settle.

If you do not estate plan, the assets you have worked so hard to accumulate during your lifetime, may end up in the hands of people you would not want to be the beneficiaries of your hard work.

If you do no planning, your estate/beneficiaries may pay taxes when they could have been avoided or reduced by proper planning.

If you do no estate planning, beneficiaries who do not have the ability to manage your assets during your life or after you pass, may squander the assets you worked so hard during your life to accumulate.

Call Joe Engle today to schedule a complimentary consultation to discuss the steps to create a plan for your family.

Phone Number: 805-297-8121