Our Services

Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year. Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters, and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune. There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Family Wealth Planning Session.
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Estate Planning

Most people are surprised to learn that they already have an estate plan. That’s because the State of California already has an estate plan for anyone who fails to plan on their own. Unfortunately, the State of California’s laws of intestacy are probably the exact opposite of what you would want for your family if something happened to you. From temporary or permanent foster care for your children, to court room battles over who should raise your children, to estate taxes and blocked accounts for minors, no one would voluntarily choose the State of California’s plan for their loved ones. Let us help your family create a plan that protects your assets and loved ones exactly the way you want!
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Special Needs Planning

If there is someone in your life with special needs, you may often struggle with the question of what will happen to your loved one if you're no longer around? Who will assume care for your loved one and how will they finance what they need? This is what estate planning was made for. You can do something right now to ensure your special needs beneficiary has the proper care for the rest of his or her life.
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