Ali Katz

FAMILY WEALTH PLANNING INSTITUTE
http://www.alexisneely.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Ali Katz

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Ali Katz

Ali Katz graduated first in her class from Georgetown University Law Center in 1999 and went on to become an associate at the law firm of Munger, Tolles & Olson for three years before opening her own firm, Martin Neely & Associates, in Redondo Beach, CA in 2003.

Alexis then went on to write the best-selling book on legal planning for families, Wear Clean Underwear: A Fast, Fun, Friendly — and Essential — Guide to Legal Planning for Busy Parents, and appeared on numerous news programs and throughout the media sharing the 6 common mistakes parents make when naming legal guardians for their children. She also created the website KidsProtectionPlan.com where parents can name legal guardians for their children online, for free.

Alexis also founded the Family Wealth Planning Institute to educate families and their advisors about how to plan for and pass on an inheritance of true wealth, covering far more than just money. And founded Eyes Wide Open Life, a company dedicated to supporting people to create their lives and incomes awake, aware and on their terms. Finally, she created the Enough Course, the Money Map to Freedom and the LIFT Foundation System and Toolkit to guide people to create their lives and incomes with their eyes wide open.

Today, Alexis is the CEO of New Law Business Model, training lawyers on the new law business model she created while in private practice and she works with a select few private clients to resolve sticky internal and external conflicts and to refine and expand their life and income models using new paradigm principles. And, Alexis is transitioning her company Eyes Wide Open into a “share the wealth” For-Profit Enterprise with a new paradigm business model that will support all those involved in the enterprise to step into their own financial liberation and personal sovereignty.

Most importantly, Alexis is the mom of two teenagers who keep her learning, growing and evolving daily.

Schedule a Consultation

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.