Wills | Trusts | Estate Planning

For California Families 

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Upcoming Events:

Wine & Wills

wine

Please join us Wednesday April 28th @ 6:00PM at Pacifica Del Mar for a complimentary outdoor Wine Tasting followed by a presentation on Wills & Trusts 101 where you will learn:

1.) Wills vs Trusts and which one is the right one for you
2.) Why Estate Planning is crucial not just for the ultra wealthy
3.) What is an Advance Health Care Directive and why it’s critical now more than ever to put on in place
4.) How to protect your children and pets if something happens to you in the short term and long term (naming long term guardians is not enough!)
5.) The impact of Prop 19 on inherited real estate
6.) Possible estate tax changes as a result of the election
7) What to lookout for if you currently have a Trust

Plus much more!

                                       Seats are limited so please RSVP to miriam@drw-law.com

 

Wills & Trusts 101 Webinar: 

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Learn how to protect your family and your assets should something happen to you and find out how you can set up a Will or Trust without leaving your house!

Welcome to The Law Office of Daniel R. Weiner

Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).

We specialize in creating wills and trusts to achieve your goals.

If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation Click To Schedule. If you’re ready to jump right in, please schedule a Family Wealth Planning Session.

Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. We hope the information on this site will answer many of your questions.

Estate Planning Process

It can be overwhelming to think about what would happen to our family and our assets if we become seriously ill or pass away. But without putting a plan in place, you are at the mercy of the plan that the State of California has for you. We have tried to simplify the planning process as best we can with this simple 3 step process:

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Get In touch

Fill out the Form below

(949) 409-1383

miriam@drw-law.com

9540 Towne Centre Drive, Suite 150
San Diego CA, 92121

Click the button to the left to create and immediately download documents naming guardians for your children. It’s a vital first step to protecting your family.

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