You may be surprised to hear this, but the greatest gift you can give to your family this holiday season can’t be purchased in department stores and certainly won’t fit under the tree.

In fact, your minor children would probably stare at you in utter confusion (and possibly disappointment) if you told them what it was.  Your spouse or significant other would probably do the same.

Yet I can assure you that this “ultimate gift” is one of enormous value that will last your family for generations. It’s also one that says “I love you now—and forever more” more than any retail gift could.

So what is it?

Estate Planning!

You see, if you want to protect your assets and make sure your kids are taken care of by people you LOVE should the unthinkable happen to you and your spouse… then you must PLAN NOW.

Planning is one of the greatest, most unique and priceless gifts you can give to your family this holiday season.

By giving the gift of estate planning this year, you are also contributing to the overall growth and preservation of your family’s wealth. At a time like this, what could be more important?

Specifically, here’s what the gift of estate planning will give your family this holiday season:

  • Asset Protection! You will protect the assets you’ve worked so hard to acquire (cash, real estate, securities, business interests, life insurance, pensions, etc.) and make sure they are passed down to your children in a way that’s safe, secure and free from the financial dangers of divorce or bankruptcy.
  • Freedom from the Courts and IRS! Help your family by making sure your assets are passed down to the people you want—without interference from courts, creditors, relatives or the IRS.
  • Legal Protection of Your Children! Ensure your kids are protected and cared for in a way you want, by the people you want, should something happen to you.  You’ll also avoid the 6 common mistakes parents make when naming guardians for their young children.
  • Legally Avoid Taxes! This priceless gift will allow your family to legally avoid paying the estate tax, no matter how big the estate, if death of incapacity suddenly occurs.
  • Peace of Mind- Know without a shadow of a doubt that your legal and financial house is in order—and that you have the tools and resources necessary to keep it that way! 

My Holiday Gift To You ($750 Value)!

If you own a home and have minor children, make an appointment this month for a “Family Wealth Planning Session” I will waive my regular $750 planning fee.  In this session I will personally walk you through the steps you must take to make sure your family is protected should the unthinkable happen. Simply call (949) 260-1400 to make your appointment. Say you want Darlynn’s Holiday Special.   Your family will thank you for it!