Estate Planning & Settlement

Throughout our four decades of supporting families, we have made countless commitments to our clients, and the clients of those with whom we coach and partner. We have looked each other directly in the eyes and given our word…

“We will be there for you, your spouse, and your children when you no longer can be.”

Through our Protecting Promises practice area, we serve the ongoing needs of our client families whose estates comprise $1 Million to $20 Million of assets. On a private-client basis, we also work with new clients referred by financial advisors, attorneys, CPAs, and other professionals, whom we coach and partner with through our Southern California Institute.

In addition to Traditional Estate Planning, some of our mass affluent clients would also benefit from Tax and/or Business planning for:

• A large singular tax event,
• High income earnings, or
• An emerging, successful business.

We are happy to serve those clients through our Wealth Strategies Department, using an abbreviated version of Our Unique Process of Review, Design, Implementation, and Maintenance.