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.
If interested, please send an email to firstname.lastname@example.org and you will be notified when the dates have been set.