We Know Each Client Personally - Then Build Unique Plans That Fit Their Lives
Protecting Your Assets
Are you worried that you can't protect your complex assets for your children and grandchildren? Our team specializes in helping clients protect inheritances from excessive tax, financial and legal attacks, unnecessary probate, and incompetent trustees.
Our planners are committed to helping our clients preserve wealth and maintain their legacy for generations to come. This includes family limited partnerships, multi-generational wealth planning, and spousal lifetime access trusts (SLAT).
Families Facing Illness
Are you or a loved one struggling with a chronic, degenerative disease? Our firm prides itself on supporting families through the planning maze of diseases like Alzheimer's and Parkinson's. These difficult situations require skill and experience to keep families whole.
Our planners use wills, trusts, health care and asset directives, power of attorney, guardianship, conservatorship, and portable medical orders in these circumstances.
Business Owners
Are you a business owner worried about what happens in the event of retirement or death? Our attorneys are skilled in helping entrepreneurs thoughtfully plan to transition their companies through a tailored estate plan to protect their beneficiaries and businesses.
Our planners coordinate the development of strong succession plans and estate plans using business valuations that give business owners, investors, and boards peace of mind and clarity about transitioning.
We Make Complexity Easy for Clients
We understand that our clients prize control and privacy throughout and beyond their estate planning process so that loved ones and legacies are cared for.
We are a highly unique firm that leverages estate planning, elder law, beneficiary representation, and trust administration to meet the unique needs and goals of each family that we meet and know personally.
Our clients select our firm because they share a common understanding of the value of quality legal representation. Our highest honor is in the number of referrals that we receive from friends, family members, and colleagues.
6 Reasons Clients Choose Us
Empathy
Personal Attention
Experience
Easy and Relatable
Action
Technology
An Exceptional Experience Is Our #1 Goal
What some have to say about Beach Cities Estate Law....