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Our office specializes in estate plans that work. We offer client centered counseling to develop a plan custom designed for you. The initial counseling interview is used to learn about you, your family, your estate and, most importantly, your goals. The next step is to design an estate plan based around your goals using a team approach that involves your other advisers, such as accountants and financial planners, in the planning process to ensure a plan appropriate for you and your family. The final step is implementing the estate plan tailored to your needs and goals.
It is our objective to provide you with a plan that works. Plans that work allow you to control your property while you are alive and well, take care of yourself and your loved ones in time of disability, and upon your death give what you have, to whom you want, when you want, all at the lowest overall financial and emotional cost to you and your loved ones.
Contact us for your free consultation: (310) 581-4934
Los Angeles Probate and Trust Lawyer Blog
- FEDERAL ESTATE TAX EXEMPTION UPDATE As 2010 looms near, our law office has received multiple inquiries about the status of the federal estate tax exemption for the upcoming years. ....
- The Benefits of Naming a Trust as the Beneficiary of Your IRA Recently, the Wall Street Journal contained an article about the benefits of naming a trust as the beneficiary of an IRA. When drafted and implemented ....
- Guardianship of Your Minor Children Recent events regarding the custody and guardianship of Michael Jackson's children have garnered increased interest from parents with minor children. ....