Schedule Online
Welcome! I assume you made it here because you want to talk about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place!
Free 15-Minute Phone Consult
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Wealth Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows.
LIFT Your Business Planning Session
— 2 free Reports —
no time for mistakes
Learn the 6 mistakes most families and business owners make
when choosing an estate planning attorney...and how to make to make a loving choice for your family
learn the 11 mistakes entrepreneurs make...
and how to save yourself a boatload on legal fees by not making them
Legal Disclaimer: The legal information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer or attorney client relationship. Any results set forth herein are based upon the facts of that particular case and do not represent a promise or guarantee. Please contact a Family Business Lawyer for a consultation on your particular legal matter. This web site is not intended to solicit clients for matters outside of California.
