DON GARY PLLC
http://www.dgarypllc.com/
Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning
Licensed States: California, Idaho, Washington
Don Gary is a tax and business attorney with decades of experience in sophisticated tax, wealth accumulation and preservation, estate planning and business law, trust and estates administration, entity selection and formation and general business counseling including contract review and business succession. Prior to becoming an attorney, Don was a practicing CPA for more than 10 years and brings that accounting and financial expertise to his practice allowing him to consider the practical as well as legal aspects of client representation.
Don Gary has been a joy work with - he is always accessible, I can call him anytime on his cellphone if I need to. He is very thorough in explaining what is going on at all times which really alleviates my stress. It's probably not his favorite case, but you would never know it. He has been extremely fair with me regarding his time. If I get something in the mail that I don't understand I usually pick up the phone and hit "speed dial". He does not "nickle and dime" me to death. He's always professional and I am very grateful he was referred to me.I am going to miss him when when the case is over, and hope I get the chance to refer him to someone else! He's e
-Teri
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.