If you are over the age of 18, you need some form of estate plan, but my specialty area is helping families that have minor children. We want to keep your family out of court and out of conflict when something happens to you. Education is a key factor, so we start off meeting with you and talking about your needs. Then, we will design a plan that suits your individual family and help you establish guardianships so that your children never wind up with someone you wouldn’t want them to be with – including Child Protective Services (CPS). And most importantly, we help you pass on more than just your financial assets – bu in addition, your personal legacy, values and stories. For a comprehensive estate plan, to give you peace of mind, please contact me to schedule your Family Wealth Planning Session.
1500 Rosecrans Ave., Suite 500, California 90266