To provide the highest quality Estate Planning Counseling Services for traditional and non-traditional couples, families and individuals to help with planning asset transfers, estate tax avoidance, wealth preservation, capital preservation, business succession, Medi-Cal eligibility, disability and retirement-planning.
My clients involve me when planning for the two most important things in their lives: everything they own and everyone they love. Clients share their hopes, dreams, values and goals; and in exchange I listen and help them understand their options. Working together with clients, not talking down to them, we design personalized plans that reflect their own unique situation.
The result of such thoughtful comprehensive planning is an estate plan that works. Our plans promote harmony within the family and provide a lasting legacy that will continue to reflect our clients' values and ideals for generations to come.
Cooperation and Service ~
The most powerful tool I have to help clients reach their goals is The Team Approach. By engaging the services of the client's other planning professionals; their Financial Planner, CPA and Insurance Agent, together we develop a coordinated strategy of family and asset protection, wealth preservation and simplified transfers after death. Through in depth counseling, formal trust funding and continuous updating, I am able guarantee that my plans provide full asset protection and control during lifetime, avoid probate after death and control to costs of settling the estate.
I encourage involvement; cooperation is the cornerstone of my relationships with my clients. I recognize that planning is an ongoing life process, and that as clients' needs and lives change over time, their estate plans need to be updated to reflect those changes. I am dedicated to being a dependable source of experience and service for my clients - and their families - for generations to come.
What I Hope to Achieve ~
My clients want to provide the best planning for their families so that the burdens of incapacity and death are controlled and minimized. They are motivated by doing what is best for themselves and their loved ones, and they seek the peace of mind that comes from knowing that they have the most comprehensive estate planning possible. I help clients understand that the value of the services I provide are not just saving tax dollars, but also appreciating the value of comprehensive, thoughtful planning for themselves and their loved ones.
If you or someone you know wants to learn more about my unique style of personal planning, I invite you to call us. I do not charge for phone calls or initial consultations and I welcome your communication with my office.