Industry Focus: Estate Planning, Family Business, Asset Enhancement, Kids Protection Planning, Special Needs Planning, Trust Administration, Asset Protection, Guardianship, Estate Tax Protection, Pet Trusts
Licensed In: California, USAContact Now
I have three passions: (1) family; (2) human potential; and (3) applied wisdom/technology to improve (1) and (2).
In my life: (1) as a husband, father and grandfather, my most valuable gift is to encourage and support their discovery and achievement of the potential in each of us.
As a life-long entrepreneur and attorney, serving clients virtually, throughout across California. I look forward to learning your story, and working with you to protect the people and things you love.
Business, Estate and Legacy Planning for Life Well Lived
Protect Yourself and Family Today:
(1) Create or update your Healthcare Directives;
(2) Name Temporary Guardians for your minor children, and plan for their protection if you are unable to be with them;
(3) Establish your Power of Attorney for Financial Management, representative can take action for you if you can't; and
(4) Share these with those you've named, so that they are aware, ready, and prepared to act if needed.
Proactive Business and Life Planning:
Organize your life own Personal Resource Map to manage better today, and be prepared for future opportunities and challenges as life unfolds for you and those you care about.
Practical Solutions Now - Trusted Advice Tomorrow:
We value long-term relationships, and know that our success depends on yours.
We're committed to our clients' success, and to be here for you in the future.