Estate Planning and Wealth Preservation

Serving Clients Across California

*Our process is 100% flexible, and you can fit this around your own schedule

Call Us: (818) 533-9832

Schedule a Call

You Have Built It, Saved It, and You and Your Family Should Keep It.  We Can Help You Make That Happen.

Estate Planning for Everyone You Love and Everything You Have

Estate planning is more than deciding you will receive what after you are gone.  It is about establishing a solid legal foundation and planning for a life full of love and support for both you and those you care most about.  Get started with a foundational estate and learn about you Estate Planning and Wealth Protection options

Saving Money on Your Estate Plan in 5 Easy Steps

Estate planning options vary considerably in terms of both price and the quality of service.  It is not about buying a stack of documents but about designing and implementing the right plan for you and those you care most about.  But we understand concerns related to the price of planning services, so we provide a way that you can get the right plan and Save Money in 5 Easy Steps.

Protecting College-Aged Kids

When our children turn 18-years-of-age they become legal adults and we, as parents, lose our parental rights.  They may legally be adults but kids in their late teens and early twenties still rely heavily upon their parents and want us to be there for them should the need ever arise.  So we have designed the College Student Estate Plan specifically for them.

Protect Your Minor Children

Minor children depend upon us and are at extreme risk in the event anything happens that prevents us from being their for them.  It is not enough to simply name a guardian in your will because there may be times when a will simply will not work.  We can "fill in the gaps" that a will cannot address.