Upcoming Events

Learn what every parent needs to know... Register for our upcoming free presentation or webinar and you'll discover:

  • The three biggest fears when it comes to doing this important legal planning
  • What happens to your children and other loved ones when there is no planning or when planning has missing pieces
  • Exactly what the process is and how much it costs (no holds barred)
Estate Planning 101
Wednesday, March 13th
5:30 - 7:00pm
WIFS Hsiao

The basics of estate planning, including the differences between a will and a trust; why do we need to avoid probate court; who needs an estate plan; and how financial advisors can utilize their knowledge in estate planning to retain clients. 

MassMutual Pacific Coast

4275 Executive Square, Unit 400

La Jolla, CA 92037

WEBINAR
Estate & Legacy PlanningHow to Keep Your Family Out of Court and Conflict

Join other parents and learn about how you can take steps to protect your family and assets.

Join From Any Device With WiFi

Speaking Engagements

Ask Amy to speak at your local business or your next group event. Choose the topic that works best for you:

  • ​Kids Protection Plan Presentation
  • ​Guardian Nomination Workshop
  • ​Asset Protection Planning
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    ​Special Needs Planning
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    Something Special For Your Group? Just Ask!

Book Amy For a Presentation

CLICK HERE

Free Report
No Time For Mistakes

Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney ... And How To Make A Loving Choice For Your Family


Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.

Enter your name and email address so we can send it to you.  We love your privacy – we will never spam you.

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