Business and Estate Planning
Helping You Earn It, Grow It, and Keep It!
Our planning is 100% customized to meet the needs of you, your business and those you care most about
Call Us: (818) 533-9832
Virtual Law Firm Presence
We always enjoy meeting our clients face-to-face and in person, but we also know the importance of convenience and accessibility. Our clients enjoy the convenience and flexibility of a virtual law firm experience such on-line scheduling of video and telephone conference appointments.
We Are Available to You
We always want our clients to reach out to us when they have questions or concerns that impact their business or estate planning. They are able to use on-line scheduling tools to reserve a time on our calendar or contact us directly through e-mail and there is never an extra charge for them to do so.
Technology That Empowers You!
Many firms like to tout their use of the latest technology and we do, too. However, we also celebrate bringing that technology to you. Whether it is our on-line scheduling or secure on-line access to your client file, our clients enjoy an ease of access and efficiency that they have not had previously and they love it!
Legal Education
It is not just about pushing out a stack of legal documents, rather as legal counselors and advisers we strive to educate our clients about the law and the choices available to them so that they are empowered to make the right decision when it comes to their business and personal legal planning.
Fee Structures That Make Sense
We are here to counsel and advise, and to provide you with all of the support you need. All fees are disclosed up front, typically quoted as a flat fee or a recurring monthly membership or retainer, which means you are empowered to reach out to us without fear of cost. In fact, we want you to contact us!
Legal Strategies to Protect You
You did not build, earn and save just to give it all away to creditors. When we sit down with our clients we help them identify where there is risk in their life and collaborate with them to define the right legal strategies to protect what is important to them for those who they care the most about.
Our Newsletter
We like to keep our clients and our subscribers updated with actionable information. You are welcome to join the mailing list. There is no cost to do so and you may always opt-out if you find it is not for you.
Resources and Reports
Strategic Business Planning
Business owners frequently find themselves paying a heavy price after making a mistake or overlooking aspects of their business. We work with our clients to help them identify and understand what they need to know so that you can avoid those pitfalls. It would be our pleasure to work with you, too!
Download Our 7 Deadly Mistakes Report Now!
Protecting Your Assets
Your needs and your family's dynamics are unique and deserve legal planning that addresses those specific needs. Trade up from the "one-size-fits-all" estate plans offered by others and download our free report that will help you evaluate your estate planning options on a value basis rather than just on price.
Protecting Those You Care About
Whether your concern is taking care of your spouse or life partner, young children or adult-age children, your business partners or team members, we have the insight and resources to help you establish a sound legal foundation to provide for and protect those people you care most about.
Recent Articles
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Do I Need An Estate Plan?
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Employee Versus Independent Contractor
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Consumer Reviews and the FTC
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Cost of an Estate Plan
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