I find great meaning in equipping others with the understanding to make certain their loved ones are provided for and their wishes are honored. It brings me joy to share this knowledge with the community through talks at local churches, senior centers, and other groups. Getting to know people, listening to their goals and concerns - that's how I can best serve.
If you are a community and religious leader, or business owner who’d like to discuss hosting an informative presentation to empower your community or following let’s chat. I'm always happy to have an open conversation focused on how I can assist in your unique situation.
My presentations are custom tailored to address the most common concerns and provide actionable next steps for any audience.
Speaking Topics
Basics of Estate Planning
Estate Planning And Incapacity
Holding Title To Real Property
Maintaining and Updating Your California Estate Plan
So You’re A Trustee or Executor: Now What
Choosing The Right Fiduciaries For Your Estate
Administering A Decedent’s Estate
Proposition 19 and Your Estate Plan
Property Co-Ownership
Estate Planning Pitfalls to Avoid
Please fill out the form below to book Löan to speak: