About My Practice

Quick: Where do you see yourself 30 years from now? Are you planning to protect your loved ones after you are gone? What comes next can be overwhelming and hard to face, but it need not be and it should not be avoided. You can easily accomplish this important goal and your unfinished business is DONE and your loved ones can be provided for as determined by YOU. in a comfortable setting with personalized one on one counseling, your estate plan will be tailored to your goals, family, financial situation and needs. The plan for you will always incorporate current strategies that minimize tax liabilities for your heirs, but provide the flexibility to anticipateIRS Code sunset provisions for estate tax exemptions, while accommodating the inevitable winds of political change that can derail the best laid plans. We will work together and you will understand the plan and why it pertains to your situation and how it will operate to make asset transfer seamless for your spouse, children, heirs, or charitable/non-profit beneficiaries. As we work together, I will recommend certain provisions that pertain to your financial or family situation; we will anticipate health issues, future financial concerns, family situations, minor children, potential problems and retirement goals. Your plan will include your Advance Health Care Directives and Financial Powers of Attorney and my office will make sure we fund your trust by transferring assets into the trust we create. We will get to know one another and you will have developed a trusting relationshiop with your attorney. I am dedicated to my clients and providing every one of you the with personal service you seek, tailored to deliver results that most appropriately suit your personal situation. This is what makes practicing law so rewarding and, in the end, your unfinished goals are completed, behind you, you can now enjoy your present and not worry anymore about the future – knowing you’ve gotten that covered; nothing to worry about. At Estate Preservation Group, your needs will be met; you will understand the process; you will have mastered your estate; provided for your family; and; protected your assets.

When it comes to trust administration, I represent trustees and beneficiaries in Oceanside, Carlsbad, and surrounding communities. Trusts can include several types of assets such as real estate, investments, business assets, and other types of property. it’s important to make sure that what you own isn’t only accounted for, but is given the proper value before it’s distributed to the people or organizations you’re leaving them to. I can help make sure you comprehend your role and responsibilities as a trustee as well as what your options are if you’re the beneficiary. Together, we’ll address all your concerns, get questions answered, and create real solutions.