Estate Planning 101:

Wills vs Trusts

Ensure your wishes are protected and carried out in the event of your death. What you don't know about wills vs trusts WILL cost you and your loved ones!

Complete the form below to join Dana and learn this valuable information that could save you and your family both time and money.

In this webinar, you'll learn:

  • The difference between wills and trusts.

When it comes to protecting you and your loved ones it is essential that you know the differences between wills and trusts so that you can save time, money, and eliminate heartache if you were to die and not leave clear instructions as to your wishes.

  • How to avoid probate.

The two main reasons to avoid probate are the time and money it costs your to complete the process.

Probate is a court process with the various proceedings and hearings to gather assets and pay off debts of an estate.

This process can take months or even years.

Why does this matter? Well, it matters to the heirs. While an estate is in probate, the heirs will not see anything in the form of inheritance. The probate process can take even longer if the will or any provisions in it are contested.

  • Common myths about trusts (HINT: Trusts are not just for the wealthy).

Living trusts may be one of the most misunderstood of all estate planning tools, mainly because there are several common myths about living trusts floating around.

In this webinar, we'll take a look at what a living trust is, some living trust basics, and why a living trust may be an important part of your estate plan (regardless of your income or assets).

  • Essential items you need for a complete Estate Plan.

You don’t have to be rich to need estate planning. Your estate includes everything you own, and it can be any size, which is why it can be worth taking time to plan for what happens to it.

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes.

Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. The key to protecting your assets and ensuring your wishes are carried out to to gather all the essential item you need for a complete Estate Plan.

In this webinar, I'll be sharing this complete checklist with you.

Hi, I'm Dana Cannon

I have nearly 30 years of experience with Estate and Trust Litigation matters. As an attorney, I have successfully administered, litigated, and settled small estates involving minimal assets, complex matters with assets in excess of $30 million, and everything in between.

My passion and drive to help clients stems from my personal experience with a family dispute involving my grandmother. I know first hand the emotional toll it can take out of a family when dealing with a legal dispute involving a loved one.

It is my goal to ensure that my clients are well-informed every step of the way, confident that their rights are being protected, and that all parties involved are treated with respect.

My husband and I needed a living trust. Dana spent a great deal of time going over our wishes and needs and customized a plan for us. We are very happy with the result and now have peace of mind knowing our estate plan is complete.

M.S. | Long Beach, CA

Join Dana Cannon on this FREE webinar.

Learn how to avoid probate, save money, and protect your wishes.