In my estate planning practice, I customize planning solutions. I specialize in helping clients articulate their needs, understand the possibilities, and then select the right mix of planning options.
My unique value: I focus on education, which helps you eliminate worry and determine the best approach to protect your family.
• Estate Planning
• Long-Term Care Planning
• Probate and Estate Administration
• Trust Administration
• Medi-Cal Qualification
• Special Needs Planning
• Charitable Giving Strategies
• Business Succession Planning
Do you have questions about estate planning? Are you interested in planning for your future, but unsure where to start?
I offer clear, compelling workshops that answer important questions, offer sound advice, and set you on a path to smart estate planning.
Saturday, June 23, 10 am - 12 pm
Chabot Space and Science Center
10000 Skyline Blvd.
Oakland, CA 94619
(includes admission to museum and planetarium shows)
Thurs., June 28, 6:30 pm - 8:30 pm
Eventbrite June 28
Zion Lutheran Church, Garden Room
5201 Park Blvd.
Oakland, CA 94611
Light refreshments will be served.
To reserve a spot:
Click on Eventbrite for Selected Date