Westlake Village, CA Estate Planning Attorney
We know that estate planning follows this thought-process: “I want to control my assets while I am alive and well. If I should become sick or disabled, I want to be cared for by people that I have chosen in a manner that I have prescribed, knowing that my loved ones are also well cared for.
When I die, I want to give what I have to whom I want, when I want, and in the way I want. If I can, I want my plan to save every last dollar of professional fees, court costs, and taxes possible.”
TEAM BUILDING: Effective Estate Planning is a team endeavor. By uniting clients and other tax and financial advisors into a cohesive estate planning team, the client’s best interests are served. With over 30 years of experience, I know that people will only implement useful and workable solutions when all of the members of the Estate and Financial Planning team are working together.
EDUCATOR-COMMUNICATOR:The Tax Code is complicated and daunting. I understand it and communicate clear and understandable explanations of this complex web of laws so that clients see and understand how the techniques I use allow them to achieve their Estate Planning goals.
COUNSELOR:The psychology of Wealth Transfer Planning requires that clients discover, explore, and understand both the technical and non-technical basis for their specific plan design. There are powerful forces at work within people that motivate them or prevent them from effectively planning their estates. I am adept at helping clients focus those forces to produce meaningful and successful estate plans.