Contact Us

The Family Love Letter, Information in a Time of Confusion, an Intergenerational Wealth and Legacy Transfer Program, Presented by Max Alavi, Attorney at Law in Newport Beach

The seminar brought together many Newport Beach residents and professionals including the legal, real estate, accountancy and insurance professions.
  • <strong>"The Family Love Letter" presented by Max Alavi, Esq.</strong>

"There Will Be No Estate Without Planning."

    NEWPORT BEACH, CA, November 08, 2013 /24-7PressRelease/ -- Max Alavi, Esq., Newport Beach Estate Planning Attorney, presented The Family Love Letter to an audience of over 20 guests at the Newport Beach Yacht Club on Tuesday, October 29, 2013.

The seminar featured an overview of The Family Love Letter program as well as various tips and stories associated with providing an informational roadmap to loved ones in time of confusion and turmoil. Other professionals in attendance were: Bob Garrett of State Farm Insurance of Corona del Mar who addressed questions on life insurance and Family Business Succession Planning and Candice Burroughs of Berkshire-Hathaway Home Services of Newport Beach who addressed questions on 1031 exchanges.

Mr. Alavi commented on the success of the event: "Since 1992 I have felt the need for a program like the Family Love Letter that would complete the circle for my clients' protection when that very stressful time arrives whether sooner or later. The Family Love Letter serves as a platform to organize all the different aspects of a family's legal and financial issues by creating a private and approachable template for communicating with their loved ones and advisers. The failure of communication before incapacity or death causes great stress for the family that is trying to cope with the difficult situation while searching for documents and clues to their loved ones' wishes. The indispensable part of the Family Love Letter is what I call the Legacy portion, which lays out the back story of the individual's life, family and career along with the special significance of specific items being passed to the family. The Family Love Letter is the best solution I have found for these issues and it works beautifully to bring the family and their legal and financial advisers together. I am very happy about the success of this event and look forward to presenting this program in the future to our clients and the community at large." One guest remarked at the conclusion of the presentation "I've been to a lot of these estate planning seminars and this one was one of the best I have ever attended." Another attendee commented that "I found attending the Family Love Letter seminar helpful. Before attending I had a three page to do list that I thought covered most items. After attending I realized several items had been overlooked. I recommend attending the seminar".

The Family Love Letter provides a convenient manner to communicate the important information needed in case of incapacitation or death to family members. It also allows individuals to memorialize clear instructions as to how assets, benefits, final wishes and intents are to be carried out. The Family Love Letter is not a legal document or substitute for estate planning, but it can function as a supplement to any good planning and a source of great comfort to loved ones in a time of stress and confusion.

Mr. Alavi, Attorney at Law and Partner at Alavi & Broyles, LLP, has been practicing law for over 21 years. He focuses his practice on assisting clients establish effective and secure vehicles for passing their assets to their loved ones. He is rated excellent in estate planning by AVVO and is an AARP/ALLSTATE Legal Plan Attorney. His practice also includes assisting trustees manage and settle trust assets and navigating probate related issues. He can be contacted at 949.706.1919 or at info@alavibroyles.com. He publishes a regular blog on estate planning issues at www.alavibroyles.com.


# # #



Comment on this story...

Share This Story


Email this Story

Contact Information


Max Alavi
MAX ALAVI, APC

Newport Beach, CA
USA
Voice: 949.706.1919
E-Mail: Email Us Here
Website: Visit Our Website
Blog: Visit Our Blog
Follow Us:

Like This Story?


I like it! 0

Disclaimer


If you have any questions regarding information in this press release, please contact the person listed in the contact module of this page. Please do not attempt to contact 24-7 Press Release Newswire. We are unable to assist you with any information regarding this release. 24-7 Press Release Newswire disclaims any content contained in this press release. Please see our complete Terms of Service disclaimer for more information.