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A New & Simple Approach to Estate & Business Planning
Wills | Trusts | Business Formation | Small Business General Counsel
Estate and Business Planning in Palm Desert | Rancho Mirage | La Quinta | Southern California
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Estate and Business Planning in Palm Desert, CA
Our goal is to help you understand the important differences between a “will” and a “trust” and about the other documents you will want to have in place to protect your family.
Although parents with young children often postpone Estate Planning until they have “more time” or “more money,” delaying can have disastrous consequences for your family.
Medical practitioners must take steps to protect the personal assets they have earned through a lifetime of study and hard work. Malpractice insurance doesn’t always protect it all.
If you have been called upon to serve as trustee of a trust, we can guide you on what to do every step of the way.
Parents of children with special needs have additional financial, social, and medical factors to consider when Estate Planning. We can remove the fear and make it easy to understand and implement.
We help you ensure the success of your business by properly setting up the Legal, Insurance, Financial, and Tax foundations of your business, as well as succession planning.
Pints & Planning
Estate Planning 101
Pints & Planning
Estate Planning 101
Could you use some guidance in creating wealth and prosperity?
Are you looking for a qualified attorney who can educate and guide you on your options and choices
Pantea and her team are friendly, knowledgeable and patient with understanding your needs. The time and preparation spent in understanding the process of creating a trust empowers you to make informed decisions about your future. I highly recommend her and look forward to having an attorney for life.
Pantea and Katrina made the whole estate planning process super easy for my husband and me. When our second child was born, they quickly made sure to add her to our planning, too!
I highly recommend Pantea and her team at Palm Desert Law Group for anyone who is interested in creating a trust, family planning, etc. Pantea and her team make sure to go above and beyond for their clients. Pantea is extremely knowledgeable, patient, understanding and caring. The level of customer service is unparalleled, and a single question never goes unanswered. Knowing I have Palm Desert Law Group on my side has brought me so much peace of mind. If you are considering these services, look no further and give this wonderful firm a call.
Superior knowledge and service. Highly recommend for estate planning and other related legal needs.
Pantea and her team at Palm Desert Law Group are incredibly knowledgeable, experienced and caring. The service they provide is exceptional. Creating a trust can be difficult, but Pantea has so much patience when explaining each step and makes sure you are fully informed and understand the process along the way. She is passionate, professional and personable. I had a wonderful experience and highly recommend her!
This was one of the best things I have ever done in my life and you guys were amazing in the way in which you taught me and guided me as I created my estate plan. Talk about having peace of mind now. Pantea and Katrina, I really can’t thank you both enough.
Why We're Different
Our firm was built with the needs of growing families and businesses in mind. We understand that you are BUSY: you are busy building a family, career, and a prosperous future for yourself and your loved ones.
At Palm Desert Law Group, APC, we’ve developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth, not to mention the peace of mind that comes with having a plan in place for your family’s future. All of the planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any “surprise” bills in the mail. We also ensure that the most important details of your planning are followed through even after you walk out of our office. Finally, because your financial wealth is only a small part of your overall family wealth, we also help ensure that your legacy, values, and hopes are passed down to those you love.
At Palm Desert Law Group, APC, we are devoted to helping families protect their loved ones through estate planning. With our Kids Protection Plan, parents who plan with us have the peace of mind of knowing that their children will never be taken out of their homes and into the care of strangers, if anything were to happen to them.
We also help ensure that entrepreneurs and small business owners protect the businesses they have worked so hard to create through our 20-point LIFT Your Business Assessment, designed to identify and address any risks your business may be facing now or in the future.
Take a look around the site to discover more about who we are, what we do, and how we can protect you, your family, and your business. Or, if you’re ready to get started, contact us for a consultation today. We look forward to meeting with you in person and becoming your lawyer and law firm for life.
Have you put off your planning due to fear of receiving a "surprise" invoice after the work has been done?
Book Pantea For Your Next Educational Presentation - Online or In-Person
Pantea's presentations help you discover what is missing from your legal foundations – and how you can fix it. Pantea has spoken to groups at non-profit organizations, churches, and more. Availability is limited so reach out right away.
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Desert Estate Planning Council