Take Your {Future} Business Off the Backburner
No more “I’ll get to it when I get to it.”
Estate planning always feels like something you’ll handle next month.
But we’ve seen what happens when next month turns into never—and we don’t want that for you or your people.
So let’s make it easier.
Below are a few tools to help you start thinking—and acting—like the guardian of your own future.
When you’re ready to go deeper?
We’re just a phone call (or a very responsible email) away.
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A Choose-Your-Own-Adventure Guide to Protecting Your Kids
Written by Ali Katz, this isn’t your average estate planning book. It’s a clear, engaging walkthrough designed for busy parents who want to protect their kids—legally, financially, and emotionally—but don’t have hours to wade through legal jargon.
You’ll learn:
The essential legal steps to protect your kids now
How to pass on what really matters—even if you’re not rolling in cash
How to avoid the most common (and costly) mistakes
Why underwear matters (yes, really).
The ‘Taking Care of Your Business’ Toolkit
A central hub for all the legal moving parts of your business
This isn’t just a checklist—it’s a field guide.
A space to organize everything from who runs your payroll to where your operating agreement lives.
Use this toolkit to:
Track legal docs, employment info, and permissions
Record who has access to what—and why
Keep your business clean, clear, and easy to transfer if needed
Stop relying on sticky notes, memory, and vibes.
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 estate planning 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 Chief Future Officer—the one who sees the whole picture. I’m here to have the real conversations, offer clear guidance, and make sure your legacy is protected on every level—personal, legal, emotional, and energetic.
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