Planning for Life Well Lived
Estate Planning | Business Planning
Estate Planning in Baker Ranch | Lake Forest | Mission Viejo | RSM | Ladera Ranch | Aliso Viejo
We Are Currently Meeting Clients Online
Steps to protect yourself and family now
- 1Create or update your Healthcare Directives;
- 2Name Temporary Guardians for your minor children, and plan for their protection if you are unable to be with them;
- 3Establish your Power of Attorney for Financial Management, so that your named Agent can take action for you if you can't; and
- 4Share these with those you've named, so that they are aware, ready, and prepared to act if needed.
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule your FREE 15-minute consultation and speak with us personally about your family.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
That is totally fine. It is normal to feel a little uneasy about estate planning.
This quick guide helps you learn how to make the smart and loving choice for your family
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Free Online Presentation
Thursday 9/17, 7:00pm - 8:30pm
Saturday, 9/19, 10:00am - 11:30am
Recent Blog Posts
“David did my parents’ estate plans many years ago, and worked with us recently to prepare my family’s plan too. It is very comforting to work with someone that will consider the relationships across multiple generations.”
“Not just an excellent lawyer, David has the instinctive business skills and cross cultural sensitivities that are critical to representing a large multinational organization. He is a pleasure to work with.”
Have Kids at Home?
Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
Saturday by appointment
Lake Forest, CA 92630
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.