ESTATE PLANNING IN CALIFORNIA
Planning for the future is one of the most important things you can do for yourself and your loved ones. It can also be a daunting and overwhelming experience. That’s where I come in.
My estate planning services are designed to help you navigate the complexities of estate planning with ease and peace of mind. Whether you’re looking to protect your assets, pass your legacy to the next generation, or simply plan for incapacity, I can help make sure your wishes are legally documented and followed.
I believe in taking a personal approach to estate planning. No two individuals or families are the same, and that’s why I take the time to get to know you and your unique situation. From there, I’ll work with you to create a customized estate plan that meets your specific needs and goals.
So, if you’re ready to take control of your future and create a plan that gives you and your loved ones peace of mind, let’s chat and work together to protect what matters most.
MY SERVICES
Comprehensive estate planning is a service that provides a thorough and holistic approach to planning for the future. At its core, estate planning is about protecting the people and things that matter most to you. A comprehensive estate plan goes beyond just creating a will or trust – it involves a careful analysis of your assets, your goals, and your values to create a plan that’s tailored to your unique needs.
As an estate planning professional, I offer a comprehensive estate planning service that covers all the important aspects of planning for the future. Here’s what you can expect from my services:
ASSET PROTECTION
One of the most important aspects of estate planning is protecting your assets. I’ll help you understand the different options available to you, such as trusts and LLCs, and guide you in choosing the right strategies to preserve your wealth for future generations.
ESTATE PLANNING
Depending on the size of your estate, you may be subject to estate taxes. I’ll help you understand the tax implications of your estate and provide strategies to minimize your tax burden.
BUSINESS SUCCESSION
If you’re a business owner, it’s important to have a plan in place for the future of your business. I’ll help you create a succession plan that ensures a smooth transition of ownership and management.
LEGACY PLANNING
Finally, estate planning is about more than just money and assets. It’s about leaving a legacy for future generations. I’ll work with you to create a plan that reflects your values and ensures your legacy lives on.
MORE ABOUT ME
I represent clients in transactional matters in the areas of business and estate planning. I focus on developing long-term relationships with my clients by providing a personal touch and using my experience gained working across several diverse sectors.
I have served as senior counsel and partner at two of California’s premier trust & estate firms where I focused on both estate planning, asset protection, and estate litigation.
Prior to moving to California, I spent several years in Washington, DC as a legal analyst and journalist covering the tax, gambling, financial, sports, and agriculture sectors.
I enjoy staying engaged in my community. I am a graduate of the Jewish Federation’s Community Leadership Institute, and have served on the prestigious Brawerman Fellowship committee. I am also the past President of the Southern California Gators Club.
More than anything, I enjoy spending time with my wife, two children, and two crazy dogs.