Can you benefit from an estate plan?

Here’s a quick quiz to determine whether you and yours can benefit from the creation of an estate plan. If you answer “no” to any of the questions, you need to contact the law firm of Steven M. Greenwood, P.C. at 805-277-5020 or e-mail steve@caestatelaw.com for a consultation.

Are there consequences for not properly planning your estate? Absolutely! If you do not have a valid estate plan, if you become incapacitated or when you die, your heirs will be faced with exorbitant costs, loss of financial control and long delays in distribution of assets and settling of your estate.

We will walk you through the often complicated and confusing process and help you avoid the many ways of messing up an estate plan. Whether your aim is estate tax reduction, asset protection or business succession, our goal is to provide you and your family with peace of mind . . . for LIFE!

We offer a wide range of services, including:

  • Basic to Advanced Estate Planning (Trust, Wills and attendant documents)
  • Trust Administration
  • Asset Protection
  • Legacy Funding and Planned Giving
  • Business Succession Planning
  • Business Formation and Facilitation
  • And more!

The most important part of estate planning is actually getting started. Please contact us at any time for a complimentary consultation at 805-277-5020 or e-mail steve@caestatelaw.com.

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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