Get a New Lease on Death

We do things a little differently around here.
Come meet us to learn how.

Like it or not, death awaits us all. 

But that doesn’t mean it has to be hard. We want you to have a plan in place–that way, your loved ones can spend their time reminiscing about what a hoot you were, instead of fighting or dealing with probate court.

We’re here to guide you.

Estate Planning 101

Via Zoom

Before you can jump feet-first into estate planning, you need to know the basics. 

In this estate planning boot camp, you’ll learn:

  • What can happen to your family if you don’t set up an estate plan

  • The difference between wills, trusts, and POA—and why you need each one

  • How to protect your minor children if you die or become incapacitated

  • Common mistakes that people make with DIY estate planning

Wine & Wills

In-person at Frank’s Hideout in Palm Desert

Nothing pairs better with a crisp glass of Chablis than knowing you’re covered when it comes to your assets. (Well, that and some charcuterie.)

At our Wine & Wills events, you’ll learn:

  • How to keep your family out of court (and in each other’s good graces)

  • Why most estate plans fail, and what you need to do to succeed

  • What estate planning should cost—because we don’t believe in unpleasant surprises

Testimonials

Meet Your New CFO* (*Chief Future Officer)

After seeing how the typical estate planning process falls short for so many families and business owners, I founded Palm Desert Law. 

Not only am I an experienced attorney, I’m a business owner, a mother, and a proud member of a blended family—each of which helps me see the whole picture when it comes to you and your future.

I want you to see me as your CFO (Chief Future Officer). I’m here to have the tough conversations, celebrate your wins, and make sure that you get a serious ROI on your legacy.

It’s Time To Handle The Business Of Your Future

RSVP to one of our events to learn how to make sure you’re protected, no matter what happens.