What Can Happen When You DIY Estate Planning

Featuring Patricia De Fonte and Karen Coyne

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.

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Why a Will is Not Enough

Featuring Patricia De Fonte and Karen Coyne

Learn why I do not love wills in California! They are public, they provide no control from the grave, and they do not protect beneficiaries – exposing your loved ones to creeps, creditors, and predators!

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