Introduction


Do You Need An Estate Plan Video Link

Do You Need An Estate Plan?

This video highlights the reasons one should establish an estate plan in order to protect their life’s work and ensure their goals are met.

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The Government Plan Video Link

Are You On The Government Plan?

The Government has a plan for you if you fail to create one for yourself. Find out how this will cost you and your family time, money, and more!

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Your Estate Plan: An Overview

View the two important elements that often make up a good estate plan: Incapacity Documents and the Living Trust.

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Living Trusts: The Basics

View the basics of living trusts (what we call the “Death Plan”) and how you can avoid probate, and reduce estate taxes.

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Beyond the Basics: Life Planning

Learn how progressing beyond the “Death Plan” can further protect your spouse, children, and even grandchildren.

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Keeping Your Plan Current

When situations change (and they will), find out how we help you ensure your plan is kept current and your intentions are maintained.

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Is This Really Urgent?

We can’t predict the day we’ll die or become incapacitated – completing your estate plan now guarantees your wishes are carried out.

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Don’t Be Penny Wise and Pound Foolish

Find out about the different types of estate plan providers and why it’s so important to pick the right person for you and your family.

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Wealth Counsel

Wealth Council

Docubank

Docubank

Contact Us

Steven M. Greenwood, P.C.
2801 Townsgate Rd., Ste. 210
Westlake Village, CA 91361

805-277-5020 - Phone
805-277-5021 - Fax
info@CAestatelaw.com

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