Many people consider estate planning to be solely about protecting assets against overzealous predation by the IRS and the state of California after death. While this is of course part of it, truly effective estate planning is about much more than that. It is in essence a way to plan your life. It should ensure the financial, physical and emotional well-being of you, your spouse and the people you love for years to come. Take into account how you will be cared for in the event of severe illness or incapacity. Give you complete control over your affairs. And it must allow you to give what you want to whom you want when you want.

Working collaboratively with you and your existing team of advisors, we will gain a thorough understanding of your family dynamics, financial situation, business affairs and hopes and dreams for the future. Only then will we design an estate plan that meets all of your needs, helps you realize all of your goals and dreams, and minimizes income, estate, excise and other taxes.