Take Your {Future} Business Off the Backburner
No more “I’ll get to it when I get to it.”
Everyone thinks estate planning can wait—but we’ve seen what happens when you leave it for later, and we don’t want that for you and your family.
We’re sharing a few of our favorite resources to get you started, and when you decide you’re ready for personalized advice? We’re just a phone call—or an email—away.
wear clean underwear
A choose-your-own-adventure style book about family estate planning for busy parents who want to know what their options are. Written by Ali Katz, it’s packed with insight into what you should be doing right now to protect your minor children legally & financially.
Get the crucial legal lowdown you need to know to protect your kids
Discover how to pass on what really matters most – no matter how much money you have
Know for sure that you've done right by the people you love
All in an easy to read "choose your own adventure" style book
The ‘Taking Care of Your Business’ Toolkit
Think of this as a one-stop shop for everything someone might need to know about your business. You can use it to track all the legal agreements you have in place, document who works for you and how you pay them, record who’s managing your finances, and more (a lot more).
Meet Your New CFO* (*Chief Future Officer)
After seeing how the typical estate planning process falls short for so many families and business owners, I founded Palm Desert Law.
Not only am I an experienced attorney, I’m a business owner, a mother, and a proud member of a blended family—each of which helps me see the whole picture when it comes to you and your future.
I want you to see me as your CFO (Chief Future Officer). I’m here to have the tough conversations, celebrate your wins, and make sure that you get a serious ROI on your legacy.
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