Estate Planning and Wealth Transfer

An estate plan clarifies and protects your ability to prioritize relationships and create the legacy you want.

Probate is often described as something to avoid in California without any further explanation of the reasons why. Let's unpack the "why."

Illiquid assets, integral to long-term financial ambitions and lifestyle, can't simply be liquidated without consequence.

The intersection of profound grief and the practical demands of managing a loved one's estate can be an overwhelming experience.

Financially protect your beneficiaries and enjoy the present, knowing your wishes will be respected and your legacy preserved.

How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.

Divorce signifies the next stage of your life. Your guide to this new phase has to include your financial plan.

Reduce your tax liability, boost the value of your retirement accounts and assets, and support your future goals, with an integrated team.

Estate planning is more than just drafting a will. It’s knowing your values, your intentions, and your vision for the future.

Setting a beneficiary election on your retirement accounts helps ensure that your asset base aligns with your overall priorities.