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ย Join us to create generational wealth as we guide you on the journey to

Drama Free Inheritance.

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PRACTICE AREAs

PLAN + MAINTAIN

I want to plan my Estate or update my Will/Trust

I want to make Charitable Gifts

I want Business Asset Protection

I want to transfer my Business to my Family

INHERIT

I am a Trustee of a Trust and need Trust Administration

I am Inheriting from a Trust

I am an Executor of a Will and need Probate

I am Inheriting from a Probate Estate

LEARN MORE

Exceeding Expectations by Living our Values

  • Value

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  • Education

  • Compassion

  • Transparency

Drama Free Inheritance.

It’s all we do.

beginners guide to estate planning

FREE RESOURCE:
THE BEGINNER’S GUIDE TO
ESTATE PLANNING

estate planning for family wealth

MORE THAN MONEY

How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter.

Our Areas of Expertise

Estate Planning

Trust Administration

Medi-Cal Planning

Probate

Business Succession Planning

Inheritance

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