Consumer Resources

If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning – and you must choose your estate planning attorney wisely.

We offer a wealth of free information and free estate planning seminars in our area. Read our Estate Planning Articles or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.


Elder Care Assistance: A Practical Guide Covering Health, Financial and Legal Considerations

Are you prepared for a family crisis? Do you have a record of all your assets? Do you have the legal documents ready so that someone can make decisions? Is your estate planning complete? 13 Spreadsheets are included to help you get organized. “Sandy has written a practical guide for all of us who are aging and/or have aging parents. Having experienced the pitfalls and lack of information first hand, she has given us an invaluable resource to deal with many of the common problems that inevitably arise at this stage of life. We are grateful to her for putting it all together for the rest of us.” James G. Pelton M.D.

Hard Choices for Loving People: CPR, Artificial Feeding, Comfort Care, and the Patient with a Life-Threatening Illness, 5th Ed.

Hard Choices for Loving People is a guide to help patients and families with end-of-life decisions. Millions of people have been helped and comforted by the common sense and practical advice found in these pages.

The 12 Week Year

Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your “year” to be 12 weeks long. In 12 weeks, there just isn’t enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound.


If you’re unable to attend a Seminar and would like to view the Seminar online, or already have your estate plan in place and simply would like a refresher, we’ve provided the Seminar here in two parts:

Legacy Wealth Planning Part 1 of 2 – Why Most Estate Plans Don’t Work
Legacy Wealth Planning Part 2 of 2 – Solving Estate Planning Problems

After viewing the videos, if you feel you’re ready to meet with Mr. Waltar for your free one-hour consultation, please contact us (425.455.6788 or

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