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Cathy Daigle LLC

Financial Divorce Consulting

Contact Us
408-354-9354
408-354-9354
Notice: My office is OPEN for business. I am using video conferencing tools such as Zoom for meetings.
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  • About Cathy
  • Divorce
    • Divorce Financial Planning
    • Divorce Process Options
    • Collaborative Divorce
    • Mediation
    • Divorce FAQs
  • For Professionals
    • Training for Professionals
    • Consulting
  • Classes
    • Divorce Options Classes
    • Trusts & Estates Options Classes – coming soon
    • Trusts & Estates Process Choices
  • Initial Meeting
  • Blog
  • Vermont
You are here: Home / Trusts and Estates / Trusts & Estates Options Classes – coming soon

Trusts & Estates Options Classes – coming soon

trusts and estate services

Trust & Estate Options Class – free

Helping all of us and our families make better decisions.

This class, taught by an attorney, a financial professional, and a counselor will take you step-by-step through:

  • The different process choices available for both estate planning and for estate dispute resolution in California; including no-court options.
  • How to avoid the pitfalls that often cost families their most important asset; their relationships and ability to help ensure a durable legacy.
  • The applicable laws governing probate, trusts, and heath care directives
  • The financial aspects of estates and the additional flexibility available to families who can work together and reach agreement
  • Ways to deal with the emotional fallout of death and how to talk to your family members
  • On-line Zoom Class (free).
  • Contact Cathy Daigle for more information and a Zoom Invitation Link.

Trusts & Estates Pre-Mortem Planning Brochure – (PDF)
Trusts & Estates Post-Mortem Brochure – (PDF)
Collaborative T & E – Is it for me? – (PDF)

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Cathy L. Daigle, CFP®, CDFA®

Cathy Daigle, LLC

P.O. Box 504
Los Gatos, CA 95031

Contact 408-354-9354
Contact Us 408-354-9354

From the Blog

Cathy Daigle Appears on Divorce TV

Cathy Daigle appeared on Suzy Miller's Divorce TV video podcast March 31st, 2022 to talk about Collaborative Divorce. … [Read More...]

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Cathy L. Daigle, CFP®, CDFA®

Cathy Daigle, LLC

Office Address

20 S. Santa Cruz Ave.
Los Gatos, CA 95031
(no deliveries)

Mailing Address

P.O. Box 504
Los Gatos, CA 95031

408-354-9354

Our firm does not provide legal or tax advice.
Be sure to consult with your own tax and legal advisors before taking any action that would have tax and/or legal consequences.

Disclosure

Web Disclosure - Above, we offer direct access or "links"  to other internet websites.  These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Cathy Daigle, LLC.  Cathy Daigle, LLC does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.  Visitors to these websites should not use or rely on the information contained therein until consulting with an independent professional.  Cathy Daigle, LLC does not necessarily endorse or recommend any commercial product or services described at these websites.

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