Financial & Estate Planning Education


How We Can Help!

Nobody likes to think about estate planning,
but what you do next could ensure that your money stays in your family.

Your estate is comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.
No matter how large or how modest, everyone has an estate and...
—you can't take it with you!


  • Estate planning is for everyone, not just "retired" people.
  • Estate planning is not just for "the wealthy"
  • Estate planning is for anyone who has built some wealth and wishes to preserve the maximum amount for family/friends after they pass.
  • Estate planning will minimize taxes, legal fees, and court costs.
  • A 'will' provides your instructions, but will not avoid probate.
  • A 'living trust' has several benefits and is preferred by many families and professionals.
  • If you don't have a plan, probate/tax can take >50% of your estate!
 
  • Estate planning does not have to be expensive.
  • The best time to plan your estate is now.
  • The key benefits are, pay minimum tax, preserve maximum value and your peace of mind.
  • We will explain your options in our FREE seminar and connect you with a legal adviser to discuss any questions you may have. All with no obligation or sales pitch!
  • Donation Records: See our Church sponsored Estate Planning donation records.

    Donation Records

Learn How You Can Protect Your Family...

We'll provide you all the information you need to get started!



Seminar Registration Form
Register now for our FREE Seminar!

Or contact us for more information:
Seminar@charitablegivingfoundation.org

7/24 Phone: 949.378.5134

Request a Video Conference Meeting:
Schedule Meeting


Estate Planning and Real Estate Support Businesses Directory: (Click to expand or close)

The Business Directory listings below have been approved in support of CFG programs. It is NOT required that you use any of these services. They are here for your convienience. Note: several are in the process of being updated.

CGF Affiliate Partners

Financial Services:

Company
Contact
Phone | Email

 

Simone Kvalheim
Executive Consultant


Chuck McLucas
Founder/President


Doug Cobb
Owner


Robert Trommler
Financial Adviser


Beverly Rocheleau
Contact


Heidi Anderson
President


Kip Kolson
President


Brandy Wells
CGF Representative


Joseph Sturniolo
Founder, CEO


Jo Phan
Owner


David Lee
Founder/President


Robert Goodin
Adviser


Warren Elkin
President


Philip Liberatore
Founder/President


Thomas Savino
President


Doyle Glass
Owner


David Escarcega
President


Jay Kaplan
Senior Adviser


Robert D. Cavanaugh
Financial and Estate Planner


Neil L. Barbour
President


John A Zarvos
Broker/Owner


Jim Sullivan
Cheif Executive Officer (CEO)


Joe & Karin Voorhies
Living Trust Advisers


John Carr
Independent Agent


House Keeping and Janitorial Services:

Company
Contact
Phone | Email

 

Legal Services:

Long Term Care (LTC) & Retirement Communities:

Company
Contact
Phone | Email

 

Real Estate (Buy, Sell, Investments and Refinance):

Real Estate - Leasing (Landlords, Tenants and Property Management):

Solar Energy: