Help your family stay strong, connected, and keep what is intended for them after you’re gone by taking a few easy steps now.
Request a consultation today to safeguard your wealth & legacy
Are you one of the many Hispanic & Latino families losing part of their hard-earned inheritance and financial security by not maximizing U.S. laws to pass on your home and assets?
THIS FREE REPORT WILL COVER MANY OF THE COMMON MYTHS AND MISTAKES HISPANIC AND LATINO FAMILIES MAKE IN THEIR PLANNING SUCH AS:
No Aging/ Incapacity Plan
Many family caregivers experience unnecessary financial, emotional and physical hardships while caring for their loved ones. Learn how to ensure your loved ones have the tools and resources to coordinate your care and minimize the struggles.
Letting the courts and state law decide who will inherit your assets, leading to delays, expensive court and attorney fees, and potentially disinheriting loved ones. Discover how you can prevent the courts from making decisions for you and how to ensure your belongings are passed down fairly.
Joint Tenancy & Co-ownership
Why it’s not a good idea to have multiple families own one property without proper planning. Learn how to prevent probate, disinheriting your children, minimize exposure to fraud & creditor risks, keep tax-saving exemptions and more.
Only One Spouse On Title
Why having only one spouse be the owner on the title of assets could leave their spouse deprived of their estate when that person is gone. Learn how to protect your spouse’s future if you pass away first.
Common Law marriages
What happens to your assets when you pass away if your marriage was never legally filed with the court and how to ensure your “spouse” is taken care of.
foreign owned assets
How to ensure you have a say in how properties you own in another country are passed down to your heirs with no legal conflicts due to unknown regulations.
lending your credit to others
Helping family purchase a property by letting them borrow credit can create huge, unexpected consequences. Learn how to prevent disqualification from government benefits for long-term care, creditor issues and potential loss of assets at death.
Waiting too long to coordinate how and where you want to be buried. If it’s in a home country, you need to plan for this or your wishes may not be honored.