NEWMAN LAW GROUP
http://newmanlg.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
Attorney Nicole Y. Newman’s estate planning practice is focused on guiding her clients through the complicated and often confusing process of creating plans which encompass balancing family protection, preserving wealth, and reflecting cherished family values. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits, and probate litigation. In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets. As a Personal Family Lawyer™, Nicole provides further benefits to her clients and their minor children through the Kid’s Protection Plan. She also encourages and guides her clients to pass along more than just their financial assets through the Priceless Conversation. By incorporating the principles of the Personal Family Lawyer™ program in her practice, Nicole seeks to become an on-going trusted advisor and lifelong resource to all her clients, assuring that she can be there for your family when you cannot be.
Nicole earned her law degree from Chapman University School of Law, where she was awarded the President’s Law Academic Scholarship. While at Chapman, Nicole received the CALI Excellence for the Future Award in Estate Planning for High Net Worth Individuals and Estate and Gift Tax. Prior to law school, Nicole earned her BA in Political Science from UCLA. She is currently completing a Masters of Law of Taxation at Chapman University School of Law and is a member of the Wealth Counsel, a national organization of trusts and estates attorneys and other legal, tax, and business professionals who design sophisticated planning techniques for individuals and their families.
When she is not busy with her practice, Nicole enjoys horseback riding and skiing in her hometown of Salt Lake City, Utah with her daughter Jilana. She also gives back to the community by providing tax assistance and estate planning services to elderly people who could not otherwise afford it.
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.