Having an appropriate, well thought out legacy wealth plan can help you preserve your financial independence and the independence of your family. Learn more about legacy wealth planning in California in this presentation.
Topics covered in this report include:
- What is a Legacy Wealth Plan?
- Protecting your Assets
- Planning for Estate Taxes
- Charitable Donations
- Revisit your Plan
Click here to read the whole article or download the PDF.
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Read More!
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