The Beginner’s Guide to Estate Planning

 
Learn The Essentials of Estate Planning!

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Gain the knowledge you need to protect your assets and loved ones.

Why Estate Planning Matters

🔴 Without Estate Planning:

• Your assets may be distributed according to state laws, not your wishes.

• Loved ones could face costly legal battles and delays.

• Your estate may be hit with unnecessary taxes and expenses.

✅ With Proper Estate Planning:

• Minimize taxes and expenses to preserve more for your heirs.

• Ensure your assets are distributed according to your wishes.

• Protect your family from legal complexities with a clear, structured plan.

We Do A Lot of estate planning

We understand that estate planning can feel overwhelming, but it doesn’t have to be. Our team has helped countless families navigate the process, making it simple, clear, and accessible for everyone.

Download our free Estate Planning Essentials Guide today to get started! This step-by-step guide will help you prepare with confidence and take the first step toward securing your family’s future.

Estate Plans we do per month

Over 30

Estate Plans we create per year

Almost 400

What You’ll get with our checklist

✔️ Minimize Taxes & Expenses

Learn strategies to reduce costs and maximize your estate’s value.

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✔️ Ensure Desired Asset Distribution

Take control of who inherits what.

✔️ Safeguard Loved Ones

Prevent legal complications that could impact your family’s future.

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Take the First Step Now

Don’t leave your future to chance. Download your free guide today and start planning for a secure tomorrow.

Gary L. Winter
Founder and CEO

A message from our founder and managing attorney:

“I was a kid that lost a parent to cancer at a young age (19). Then my father remarried and I became a blended family kid. My family had no plan and no real understanding of how things work when a parent passes away or remarries. My passion for educating our community about estate planning comes from my hope that if tragedy happens to your family you will be able to offer a clear plan that protects your spouse and your kids from any prior relationship. We have helped thousands in our local community not only learn what estate planning means, but also why it is important so that you can take the next step to create a plan or update your plan to offer that peace of mind to your spouse and kids.”

With over 16 years of experience in business, estate and real estate matters in Central California, Mr. Winter is a sought after speaker and podcast guest on cloud-based and decentralized law practice management, marketing, remote work, charitable giving, solar and cryptocurrency.

Mr. Winter is an Adjunct Faculty member and Professor of Legal Technology at San Joaquin College of Law and a licensed airline transport pilot.