Disclaimer: The information contained on this Southern California estate planning website is not intended as a source of legal advice. You should not act upon or rely on information at this or any other website without the advice of a competent Southern California Estate Planning attorney, especially if you reside outside the State of California, where we are not licensed to practice law and do not give legal advice. Please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Do not e-mail any confidential information to us until an agreement is signed. This website is intended for educational and informational purposes only.
We are an estate planning firm whose focus is to provide Southern California residents with comprehensive and affordable solutions for quality estate planning.
Our task is to make sure that we develop a customized estate plan that properly meets your needs. We are dedicated to giving you the necessary information to make an informed decision best suited for you and your loved ones. We are committed to listening to your requests, personal goals, financial objectives and the end result you are looking to achieve.
Our objective is to provide direction and assistance with the administration of trust assets, probate, and/or conservatorships.
We assist clients in maintaining privacy and control of their estate by utilizing one or more of the following:
*Revocable Living Trust (single and married couples)
*Qualified Terminable Interest Property (QTIP) Trust
*Qualified Domestic Trusts (QDOT)
*Special Needs Trusts
*Powers of Attorney
*Advance Health Care Directives
*Irrevocable Life Insurance (ILIT) Trust
*Personal Residence Trusts
*Charitable Remainder & Charitable Lead Trusts
*Grantor Retained Annuity Trusts