ESTATE PLANNING

We don’t just fill out forms. We pay attention to what you want and advise you on the best ways to effectively achieve your goals and safeguard your wealth. We know that your needs will change, so our plans are designed to evolve with you.

ESTATE PLANNING

We don’t just fill out forms. We pay attention to what you want and advise you on the best ways to effectively achieve your goals and safeguard your wealth. We know that your needs will change, so our plans are designed to evolve with you.

Our team of lawyers can expertly manage your estate planning needs, such as wills, revocable trusts, powers of attorney, health directives and property transfers. Plus, our years of experience administrating plans make us uniquely qualified to implement more sophisticated wealth transfer strategies, business succession planning, buy-sell agreements, life insurance planning, special needs planning, family gifting, charitable giving and gift tax return preparation.

An estate plan is important for protecting your legacy. Click to learn more about the components of estate planning.

 

Whether you’re looking for a business succession strategies lawyer or estate planning and administration attorney, we can help; contact us to get started.

Our team of lawyers can expertly manage your estate planning needs, such as wills, revocable trusts, powers of attorney, health directives and property transfers. Plus, our years of experience administrating plans make us uniquely qualified to implement more sophisticated wealth transfer strategies, business succession planning, buy-sell agreements, life insurance planning, special needs planning, family gifting, charitable giving and gift tax return preparation.

An estate plan is important for protecting your legacy. Click to learn more about the components of estate planning.

Whether you’re looking for a business succession strategies lawyer or estate planning and administration attorney, we can help; contact us to get started.

Serving Southern California cities including Pasadena, Westlake, La Canada, Calabasas, Thousand Oaks, Camarillo, Simi Valley and beyond.