Allow me to introduce Jennifer Elliot of San Clemente Estate Law.

I have known Jennifer a relatively short time through my BNI group. But she is very well known and respected in the estate planning and in the San Clemente business community. Jennifer has been practicing law in the areas of estate planning, probate, and trust administration since 2005. She has also been a licensed Real Estate Broker since 2008. This has helped give her a broad knowledge of real estate which deepens her understanding of estate law.

Simply put, she is a great RESOURCE to have as part of your financial and estate planning team.

Your home is your largest asset and you worked hard to earn it. And I am sure that YOU want to make sure the fruits of your labor – your estate – fully goes to your loved ones as YOU choose and desire.

Are you one of those people who says, “Oh, I’ll get around to it.”? The time to do it is now – before you need it. When you need it, it’s going to be too late.

Perhaps you already have a Trust, but when was the last time it was updated? Jennifer Elliot can review and provide her professional insight and make suggestions.

Watch this 2-minute video as Jennifer explains in clear, simple terms the benefits of having a trust, particularly in the area of capital gains. Not only will this save you money on taxes, but a trust will ensure that you have a plan in place to execute your wishes, avoid probate, and minimize the stress on your family and loved ones.

Let me put it this way if you’re OK with the State of California making a
plan for you – then you don’t need a trust. But if YOU would like to make the plan and allocate your assets, and put the right people in the right place, then you should call Jennifer Elliot at San Clemente Estate Law.

If you have any questions about Jennifer, or if you are in need of any referrals and recommendations for a real estate agent, financial advisor, insurance agent, trust attorney, or trades guys such as heating and air, plumbers, electricians, or landscape designer, just call or text me.