The Hazards of DIY Estate Planning

Panels and PodcastsBy Drew ZenthreeMay 26, 2022Leave a comment

Learn why DIY Online Estate Plans are dangerous for you and your family:
– No tax planning or asset protection planning ability for a surviving spouse.
– No instructions were provided on how to ensure the trust is properly funded.
– No malpractice insurance – if the client gets it wrong their beneficiaries will not win a lawsuit against any of these online form-generating companies.

Why a Will is Not Enough

Panels and PodcastsBy Drew ZenthreeMay 26, 2022Leave a comment

In California, a will is public on death, provides no control from the grave, and no protection for the beneficiary – exposing your loved ones to creeps, creditors, and predators!