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Pantea I. Fozouni Palm Desert Law Group Estate Planning
QUESTIONS ABOUT ESTATE AND LEGACY PLANNING?

You'll have the chance to ask!

Wednesday, May 10
11:30am

Lunch Included

Presented by:
Pantea I. Fozouni
Attorney and Counselor at Law

Lunch & Learn: EP 101 for Business Owners

Join Coachella Valley Life & Legacy Lawyer, Pantea I. Fozouni, Esq. and CPA Kelly Cox and discover:

  • How often to update your Will or Trust to ensure it works when it’s needed
  • How to avoid the biggest mistakes most business owners make
  • Why it’s important to have a legal plan for your business
  • How much an Estate plan should cost (and the real costs of a “too cheap” plan)

Hosted At:

CGC Accountant & Advisors
73733 Fred Waring Dr. Ste 105, Palm Desert, CA 92260

Please enter your info below to register.


Lunch & Learn: EP 101 for Business Owners

Join Coachella Valley Life & Legacy Lawyer, Pantea I. Fozouni, Esq. And CPA Kelly Cox And Discover:

  • How often to update your Will or Trust to ensure it works when it’s needed
  • How to avoid the biggest mistakes most business owners make
  • Why it’s important to have a legal plan for your business
  • How much an Estate plan should cost (and the real costs of a “too cheap” plan)

Hosted At:

CGC Accountant & Advisors
73733 Fred Waring Dr. Ste 105, Palm Desert, CA 92260

Please enter your info below to register.

The Top Reasons Most People (not You) will Fail to do Estate Planning

1. They feel that it will reduce their lifespan (no scientific evidence exists!)

2. They look at all the stuff they have and feel overwhelmed (truth is it can be much easier than you think!)

3. Meant only for people over a certain age with a certain level of wealth (if you have children, there should be no later option!)

What others who have attended say about working with Pantea Fozouni

Pantea and her team are friendly, knowledgeable and patient with understanding your needs. The time and preparation spent in understanding the process of creating a trust empowers you to make informed decisions about your future. I highly recommend her and look forward to having an attorney for life.

- Bahareh K.

I highly recommend Pantea and her team at Palm Desert Law Group for anyone who is interested in creating a trust, family planning, etc. Pantea and her team make sure to go above and beyond for their clients. Pantea is extremely knowledgeable, patient, understanding and caring. The level of customer service is unparalleled, and a single question never goes unanswered. Knowing I have Palm Desert Law Group on my side has brought me so much peace of mind. If you are considering these services, look no further and give this wonderful firm a call.

-Sara K

Pantea and Katrina made the whole estate planning process super easy for my husband and me. When our second child was born, they quickly made sure to add her to our planning, too!

- Maryam S.


will, trust, or something else?

What do you really need to keep your family out of court and conflict when something happens to you? We'll cover all of it in detail, including the three biggest fears most people have when it comes to estate planning.

Why won't it work?

Even if you've already created a plan, it may not work at the time your family needs it most. Join us and see exactly why most plans fail and how you can put in place a plan for peace of mind. Your family deserves it.

what does it cost?

Most people wonder what estate planning costs and whether they even need one. we'll guide you to know what it should cost, and also describe our estate planning process so you know your options on moving forward.

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