History
Our firm was started in 1995. We are located in Upland, California. Our sole focus is estate and business planning. We believe in creating individualized estate plans that work. We focus on counseling with all of our clients to make sure our clients know their options in creating their estate plan. We develop long term relationships with our clients to make sure their estate plans are updated on a regular basis. We help train their Successor Trustees, so they know what to do when it comes time for them to step in to administer the plan.
Specialties
Certified Specialist with the State Bar of California in Trust, Estate Planning and Probate; Medi-Cal Planning; Business Planning; Asset Protection; Conservatorships; Veteran's Aid and Attendance Planning; Powers of Attorney; Trust Administration; Living Trusts; Business Succession Planning; Corporation Formation; LLC Formation; Buy-Sell Agreements; Elder Law