BOSS LAW
https://stevenbosslaw.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: California, Texas
My name is Steven Boss, and I became an Estate Planning attorney because I am passionate about helping you plan for one of the most important gifts you can offer your family. Whether your plans relate to finances, the care of your children or future health care decisions, a clear and concise plan will save your family from great heartache and confusion in the future.
I received my B.S. with honors in Aerospace Engineering from University of Texas at Austin. My scholastic honors include Outstanding Student, Tau Beta Pi, Phi Eta Sigma, Engineering Fellow, and selection to Omicron Delta Kappa. Three-year Varsity Letterman in Swimming and Water Polo (captain). Selected to NCAA All-American Swim Team, Most Valuable Athlete at University of Texas, and Chester A. Nagel Sportsmanship Award. Elected to University of Texas Swimming Hall of Honor.
I received my J.D from USC Gould School of Law and have since been selected for Who’s Who in American Law, Who’s Who in the Southwest, Who’s Who in Emerging Leaders in America, International Who’s Who, and Who’s Who in Executives and Professionals. Additionally, I am a member of the State Bar of Texas, the State Bar of California, the American Bar Association and am admitted to practice before the Supreme Court of the United States.
What makes us different is that we encourage communication with our clients. In fact, we’ve thrown out the time clocks, so you never have to be afraid to call with a quick question!
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.