Claimed Lawyer Profile
A'ja M Simplis
Corona, CA Estate Planning Lawyer
Estate Planning, Divorce, Family and Probate
University of Maryland Francis King Carey School of Law
A’ja began her career in the entertainment industry with TV Guide and Lions Gate but soon found her true passion in law. She joined a leading Los Angeles litigation firm, focusing on family law, civil rights, personal injury, and criminal defense. A’ja has been a compassionate advocate for fathers' rights and has represented high-profile clients, including the Estate of Michael Jackson, Keyshawn Johnson, DMX, Keyshia Cole, Freddie Gibbs, Faith Evans, and Christopher Wallace Jr. (the late Notorious B.I.G.'s son).
Her achievements include a $1 million wrongful termination verdict, multiple six-figure settlements, a not-guilty verdict in a murder trial, and successfully handling...
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Stephen Marc Drucker
Glendale, CA Estate Planning Lawyer with 47 years of experience
Estate Planning, Divorce, Family and Probate
Western State Univ
Attorney Drucker has been practicing law for over 35 years! He has developed a unique and revolutionary Flat Fee model for Divorce and Family Law. Clients can purchase services on his website www.LegalActionWorkshopLAW.com or can speak with him by phone or in our Glendale office. Attorney Drucker also handles Probate and Estate Planning documents such as Wills, Trusts & Powers of Attorney.
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Joshua R. Driskell
Pasadena, CA Estate Planning Attorney with 14 years of experience
Estate Planning, Elder, Probate and Tax
University of Toledo
Mr. Driskell focuses his practice on business, tax, estate, bankruptcy and related matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the California Bar Association. Prior to the formation of Primuth & Driskell, LLP with Partner Jonathan Primuth in 2014, Mr. Driskell worked at a multi-state law firm, handling a wide variety of matters for individuals and small and medium sized businesses. Mr. Driskell earned his juris doctor from the University of Toledo College of Law, where he was president of the American Bar Association-Law School Division and was a member, officer...
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Albert Lum
Pasadena, CA Estate Planning Attorney with 62 years of experience
Estate Planning, Business, Immigration and Tax
USC Law School
As an attorney, Mr. Lum has over fifty years of experience, specializing in all aspects of immigration applications and immigration litigation. His immigration application practice includes consultation and representation on applications for Immigrant Investor Visas (EB-5), PERM, Nonimmigrant Business Visas (E-2, L-1, H-1, B-1/B-2), and all forms of family based visa applications. Mr. Lum’s immigration litigation practice includes representation for Asylum, TPS, VAWA, and Cancellation of Removal.
Mr. Lum also provides personal representation to individuals, partnerships, and corporations regarding all business and corporate matters, trust, wills, and estates, and business litigation and real estate litigation matters.
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Helene Patrice - Dreyer Koch
Indian Wells, CA Estate Planning Lawyer with 33 years of experience
Free ConsultationEstate Planning and Probate
University of Texas - Austin
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Daniel Sallus
Manhattan Beach, CA Estate Planning Attorney with 10 years of experience
Estate Planning, Business, Probate and Real Estate
Thomas Jefferson School of Law
Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs.
While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...
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Jill R. Skinner
Los Angeles, CA Estate Planning Lawyer with 19 years of experience
(310) 785-5381
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
Santa Clara University School of Law
Jill focuses on estate and gift tax planning, probate and trust administration. She advises individuals on a broad variety of matters, including drafting living trusts, insurance trusts, qualified personal residence trusts, children's trusts and defective grantor trusts; formation of partnerships and limited liability companies; and other transfer tax techniques.
Jill also represents trustees and executors in the administration of trusts and estates. She drafts pleadings for matters before the Probate Court and appears before the Probate Court.
In addition, Jill handles a variety of property tax matters, including appearances before the Assessment Appeals Board.
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Rebecca Sommer
Anaheim, CA Estate Planning Lawyer
Free ConsultationEstate Planning
Loyola Law School, Los Angeles
Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School.
She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...
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Richard Erroll Young
Lake Forest, CA Estate Planning Lawyer with 50 years of experience
Free ConsultationEstate Planning, Divorce, Domestic Violence and Elder
Pepperdine Univ School of Law and Pepperdine University School of Law
Richard Young is a Master lawyer with the Orange County Bar Association practicing in Family Law, Divorce Law, Custody, Support, Domestic Violence, Asset Division, Pre Nuptials, Divorce, Domestic Violence, Trusts, Wills, Bankruptcy. He graduated from Pepperdine University School of Law in 1994 and immediately formed his firm. He has won awards from the Orange County Bar Association from the Judiciary and Pro Bono Publico as well as Graduating from the Pepperdine College of Advocacy. He has served as a Judge Pro Tem, Senior Mandatory Fee Arbitrator and has successfully handled thousands of Family law matters.
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R. Christine Brown
Torrance, CA Estate Planning Attorney with 32 years of experience
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...
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Barbara G. Knox
Palm Desert, CA Estate Planning Attorney with 34 years of experience
Estate Planning and Probate
University of Southern California Gould School of Law
I am an experienced Estate Planning and Probate attorney. I counsel clients throughout the Palm Desert area.
I approach each case with great care, attention to detail and dedication. I am passionate about providing exceptional service and representation to meet the unique needs of my clients.
Outside of work, I enjoy time with my husband Chuck and our two golden retrievers, Belle and Pepper, in our Cathedral City home. In addition, I am an auto racing enthusiast, having served as a Steward for the Sports Car Club of America.
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Heath Baker
Palm Desert, CA Estate Planning Attorney
Estate Planning, Divorce, Family and Probate
A lawyer who understands the concerns you have and the situations you are going through, may be hard to find. As someone who has been through a divorce and heavily involved in the criminal justice system, attorney Heath L. Baker may understand your concerns regarding your family law, criminal law, and personal injury cases, more than you would expect.
Mr. Baker understands what it is like to face emotionally difficult situations, which go beyond “winning” a case.
Mr. Baker retired from the Riverside Police Department after obtaining years of experience with the courts, investigations, and the judicial process, seeing both sides of...
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Brent Lance
Palm Desert, CA Estate Planning Attorney with 45 years of experience
Estate Planning and Tax
New York University School of Law and Loyola Law School, Los Angeles
BRENT LANCE, LL.M. (Tax-NYU), has 43+ years of experience in California, Cross-border and International Tax matters. His experience includes seven years practicing international and California tax law at Baker & McKenzie, the world’s largest international law firm and five years leading an international tax consulting group as a partner of KPMG, the world’s largest international accounting and consulting firm. The balance of Mr. Lance’s 43+ years of cross-border tax and legal experience was earned by advising “snowbirds,” “expats,” international business owners, international investors and others with cross-border lifestyles in the boutique law firm he founded in Palm Desert 28 years...
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Bruce Rea Durkee
Palm Desert, CA Estate Planning Attorney with 22 years of experience
Estate Planning, Business, Probate and Tax
Whittier Coll School of Law
Bruce R. Durkee is licensed both as an attorney and as a Certified Public Accountant (CPA). Bruce is also a Certified Legal Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. ?Bruce graduated magna cum laude with a Juris Doctor (J.D.) from Whittier Law School -- finishing in the top 10% of his class. He also holds a Bachelor of Arts (B.A.) degree in Accounting from Vanguard University of Southern California, graduating cum laude. Prior to becoming an attorney, Bruce owned a CPA firm...
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Mara Allard
Temecula, CA Estate Planning Attorney with 32 years of experience
Estate Planning and Probate
California Western School of Law
Mara Allard has a proven track record of success advancing claims for clients in probate courts throughout the state. At Allard Smith A Professional Law Corporation, she represents executors, heirs, trustees, trust beneficiaries and family members in probate petitions, will contests, breach of trust, financial elder abuse claims, breach of fiduciary duty claims, quiet title actions, real property disputes and contested actions related to guardianships, conservatorships and powers of attorney.
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Mr. David Lawrence Gibbs
San Clemente, CA Estate Planning Attorney with 31 years of experience
Free ConsultationEstate Planning, Bankruptcy, Business and Real Estate
California Western School of Law
Since 1974, The Gibbs Law Firm, APC has provided unparalleled service in a variety of legal matters throughout Southern California. Prospective clients can expect the same resources as many large firms, without sacrificing the personalized focus and attention that comes with a modest-sized staff. The Gibbs Law Firm, APC has forged many alliances across its long history, and will use all the tools at its disposal to obtain the results you seek. Whether you have residential, commercial or manufactured housing real estate problems, seek advice on any aspect of business operation, require representation in Bankruptcy proceedings or need assistance with...
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Stephanie Naomi Barclay
San Luis Obispo, CA Estate Planning Attorney with 28 years of experience
Estate Planning, Elder and Probate
Santa Clara University School of Law
Stephanie joined Carmel & Naccasha’s Wills, Trusts and Estate Planning team in 2023. Stephanie graduated cum laude from Santa Clara University School of Law in 1996 and practiced civil litigation at several large bay area law firms, eventually becoming a Deputy Attorney General at the California Attorney General’s Office in the False Claims Section before returning to her hometown of San Luis Obispo in 2003.
Upon returning to the Central Coast where she grew up, Stephanie worked at a local law firm practicing business and real estate law when she was invited to join the San Luis Obispo Legal Assistance...
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Victor Herrera
San Luis Obispo, CA Estate Planning Lawyer with 16 years of experience
Estate Planning
California Western School of Law
Victor joined Carmel & Naccasha after spending nearly 15 years in Southern California assisting with transactional and trial work in business, criminal defense, estate law, immigration, and probate. Victor assists clients with a variety of matters, including conservatorship, guardianship, estate planning, trust administration, and probate. Victor’s practice also includes acting as court appointed Guardian ad Litem on behalf of proposed conservatees or beneficiaries of estates and advising individuals appointed Guardian ad Litem.
Victor grew up in San Diego and spent time in Chicago, Washington DC, and the Inland Empire and joined Carmel & Naccasha in 2021. During his free time,...
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Curtis V. Abram
San Luis Obispo, CA Estate Planning Lawyer with 9 years of experience
Free ConsultationEstate Planning, Business and Probate
University of San Diego School of Law
Curtis V. Abram grew up in San Luis Obispo, graduating from from San Luis Obispo High School. Curtis then attended Emmanuel College in Boston, Massachusetts where he earned a B.A. in both Business Management and English Communication while competing on the Men’s Volleyball (receiving All-American honors) and Track and Field team (Javelin). Following his return to California, Curtis earned his law degree from the University of San Diego School of Law, graduating magna cum laude in 2015 with election to The Order of the Coif and The Order of the Barristers.
After his admission to the California Bar, Curtis joined...
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Shannon Bio
SAN LUIS OBISPO, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning
Santa Barbara College of Law
Shannon M. Bio is a Central Coast native – born in San Luis Obispo, raised in the Five Cities and an Arroyo Grande High School alumna. Shannon graduated with a Bachelor of Science degree in Political Science from the University of California, Santa Barbara and thereafter received a paralegal degree from California Polytechnic State University, San Luis Obispo.
Shannon obtained her law degree from the Santa Barbara College of Law, graduating in the top 5% of her class. She was admitted to the State Bar of California in 2011.
Prior to attending law school, Shannon began her legal career as a law...
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Matthew Schlau
Laguna Beach, CA Estate Planning Attorney with 11 years of experience
1968 S. Coast Highway
Suite 2498
Laguna Beach, CA 92651
Free ConsultationEstate Planning, Business, IP and Probate
Southwestern Law School
Matthew Schlau has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. His experience also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. He began his own practice so that he could permanently shift his focus from conflicts to building value. He now helps clients design, create, and grow by proactively addressing personal and business matters.
Matt holds a Bachelor of Arts in...
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Deborah R Coel
Aliso Viejo, CA Estate Planning Lawyer with 16 years of experience
Free ConsultationEstate Planning and Probate
Whittier Law School
Deborah is a an Orange County, CA estate planning attorney who genuinely cares about each and every one of her clients. She has a special sensitivity for seniors and works diligently to ensure that their estate planning wishes are met. Deborah is the mother to two beautiful children and understands the desire of families to ensure that their hard earned assets are passed down to the next generation. She started her firm to make sure that her clients and their children are cared for should anything happen to them. Deborah is responsive, responsible, and committed to the needs of her...
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Lisa Killingbeck Berkeley
Palm Desert, CA Estate Planning Attorney with 22 years of experience
Estate Planning and Probate
Loyola Law School, Los Angeles
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Jill S. Gregory
Newport Beach, CA Estate Planning Lawyer with 28 years of experience
(949) 514-8842
620 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
Free ConsultationEstate Planning, Elder and Probate
Pepperdine University School of Law
Hi, I am Jill Gregory, Attorney & Counselor at Law, and the founder of Jill Gregory Law, a boutique wills, trusts, estate planning and probate law firm based out of Newport Beach, Orange County and Tahoe City, Placer County. With over 25 years of experience working with clients throughout California as a estate planning attorney handling special needs trusts, long-term care planning, elder law, probate, trust administration, asset protection planning as well as business planning, you know you will be in good hands working with us.
I look forward to learning how we can serve you and your family.
Contact us today...
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Julie Ho
Orange, CA Estate Planning Attorney with 14 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Family
Southwestern University School of Law
An eye for detail. Ms. Ho is a Partner at Core Law Group. She is that rare breed of individual that has the analytical skills and patience to find the most intricate details about her cases. Whether it’s an opposing party’s retirement plan or a motion the opposing attorney filed with the court, Ms. Ho is known for being able to spot the weakness in the other side’s case and taking the tactical steps necessary to take advantage of that weakness. Ms. Ho has extensive experience clients in both Federal and State courts. Her...
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Jonathan D. Alexander
Irvine, CA Estate Planning Attorney with 20 years of experience
Free ConsultationEstate Planning
University of Idaho College of Law
I help individuals, families, and business owners transfer their hard-earned property to their loved ones using innovative estate planning techniques.
As an estate planning attorney, I am privileged to assist my clients in taking essential steps to protect their assets and ensure they are passed on to the next generation. I also concentrate on protecting minor and special needs children and help clients create legacies that can support their families for generations to come.
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Lindsay Altamirano
Torrance, CA Estate Planning Lawyer
21250 Hawthorne Boulevard
Suite 500
Torrance, CA 90503
Free ConsultationEstate Planning
University of the Pacific, McGeorge School of Law
Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations.
Although this fulfilled Lindsay’s background in Peace Studies and International...
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Jason William Wansor
Santa Barbara, CA Estate Planning Lawyer with 20 years of experience
Estate Planning, Construction, Products Liability and Real Estate
Pepperdine Univ School of Law
Mr. Wansor is an accomplished civil litigator. His practice is focused on personal injury, real estate, land use, hospitality, products liability, business torts, construction, and will and trust contests.
Mr. Wansor's analytical strengths allow for the accurate assessment of potential exposure and liability and the creation and implementation of sophisticated litigation strategies. Mr. Wansor's strategic sense and writing abilities lead to successful results, whether by keen negotiation or motions leading to the disposition of cases.
Prior to joining Rogers, Sheffield & Campbell, Mr. Wansor worked as a litigation partner at Lewis Brisbois Bisgaard & Smith, LLP, where he defended Fortune 500...
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Braden Robert Leck
Santa Barbara, CA Estate Planning Attorney with 25 years of experience
Estate Planning, Business, IP and Real Estate
UCLA School of Law
Braden R. Leck focuses on advising individuals and businesses on real estate and business transactions, intellectual property matters, estate planning and trust administration.
Prior to joining Rogers, Sheffield & Campbell, LLP, Mr. Leck was a partner at the Santa Barbara law firm of Seed Mackall LLP. Mr. Leck began his legal career in Los Angeles at the international law firm of Latham & Watkins LLP. Mr. Leck received his undergraduate degree from the University of California at Santa Barbara and his law degree from the University of California at Los Angeles School of Law.
Real Estate. Mr. Leck routinely counsels clients with...
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Charles Michael Oxton
Santa Barbara, CA Estate Planning Lawyer with 52 years of experience
Estate Planning, Divorce, Elder and Probate
University of San Francisco School of Law
Charles "Chip" Oxton is a Santa Barbara attorney representing clients in all aspects of family law and civil litigation. Chip is a highly-skilled and respected legal advisor and litigator with nearly 40 years' experience practicing law in Santa Barbara. He has represented clients in a broad range of legal matters, including divorce and custody cases, personal injury and civil disputes, conservatorships and guardianships, wills and probate administration, real estate law, and landlord-tenant law. Legal disputes are often intense, emotionally-charged experiences for the parties involved. Chip's approach to practicing law involves providing clients with calm, reasoned advice in an environment devoted...
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Samuel Ford
Torrance, CA Estate Planning Lawyer
Estate Planning, Elder and Probate
University of California, Davis, School of Law
Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation.
?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...
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Leah L. Dixon
Beaumont, CA Estate Planning Attorney with 20 years of experience
Estate Planning, Business, Elder and Probate
Univ of LaVerne
Leah Larkin has been practicing law since 2004. She practices in the area of Estate Planning, Probate, Trust Administration and Business Law. Leah Larkin is a Certified Specialist in the area of Estate Planning, Probate and Trust Administration, by the State Bar of California Legal Board of Specialization.
Leah grew up in the Pass Area. She is a graduate of Beaumont High School and University of Redlands. Leah attended University of La Verne College of Law on a full tuition scholarship, graduating top of her class as Valedictorian and passing the bar on the first time in 2004. Leah is...
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Kate Kelso
Tustin, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, Elder and Tax
Georgetown University Law Center
Kate is a California bar-certified attorney with more than seven years experience currently operating an eponymous law practice: The Law Offices of K. Kelso.
Since graduating from Georgetown University Law Center in Washington, D.C., Kate, an ocean-minded South Florida native, consciously endeavors to hone her talents as a communicator, connecting with clients from diverse backgrounds. Through targeted community outreach and dedication to volunteerism, Kate developed the philosophy on which K. Kelso Law is based: to provide comprehensive custom estate plans that are individualized and compassionate, to empower every client through wills, trusts, and estate planning as they contemplate and arrange their...
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Noelle Renee Minto
Tustin, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Business, International and Probate
Whittier Coll School of Law
Ms. Minto has been a business and estates transactional attorney based in California since 2003. Her practice is now located in Tustin, CA but represents individuals and entities based throughout the United States and abroad. Her practice is unique in that she endeavors to represent clients globally by bridging the gap between trust planning/administration and business planning and management. She and other members of her firm have an ongoing relationship with growing or transitioning businesses all the way from weighing the best business entity structure and jurisdiction for each client, through business formation, to eventually structuring liquidation and dissolution of...
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Darlynn Campbell Morgan
Newport Beach, CA Estate Planning Lawyer with 29 years of experience
Free ConsultationEstate Planning and Probate
Loyola Law School
Darlynn graduated near the top of her law school class from Loyola Law School in Los Angeles, California in 1996. While at Loyola Law School, Darlynn was a member of the prestigious Loyola Law Review. After graduation, Darlynn served as a judicial law clerk to federal Judge John E. Ryan. She subsequently practiced at a premier business litigation firm in Orange County.
Darlynn is an active member of Wealth Counsel, LLC, a national organization of trusts and estates attorneys who maintain the highest level of expertise through collaboration in estate planning. She is also active in the Orange County Bar Association.
Darlynn...
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Aastha Madaan
Long Beach, CA Estate Planning Attorney with 12 years of experience
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
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Rosemary Jane Meagher-Leonard
San Diego, CA Estate Planning Lawyer with 45 years of experience
Free ConsultationEstate Planning, Appeals, Business and Elder
Western State Univ
I have been practicing law since 1980 and as a sole practioner since 1981. My focus has been on Estate Planning, Probate, Elder Law and related litigation and appeals since the 1990's. My primary experience is with the various courts in San Diego county but have also appeared in the Los Angeles county and Orange county courts, as well. My goal is to provide personal,individualized legal services to each one of my clients.
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Kymeshia Morris
San Diego, CA Estate Planning Attorney with 12 years of experience
(858) 413-7980
8880 Rio San Diego Drive, 8th Floor
San Diego, CA 92108
Estate Planning, Business and Family
San Diego Esquire was founded by Ms. Kymeshia Morris in 2012. She has built a law practice that focuses on providing personal attention and candid legal advice to clients. San Diego Esquire is established on the belief that each and every client deserves the best legal representation possible. If you are looking for a lawyer that is hard working, professional, and honest, then you have come to the right place. We represent a diverse clientele in family, estate planning, personal injury & contract law.
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Oliver M. Morrison
San Diego, CA Estate Planning Attorney
4300 Latham
San Diego, CA 92108
Free ConsultationEstate Planning and Probate
Southwestern University School of Law
Attorney Oliver Morrison specializes in conservatorship, fiduciary duties, trust and estate administration, and litigation, representing banks, trust companies, private fiduciaries, and individuals both in and out of court. His expertise includes estate planning, trust and estate administration, trust and estate litigation, conservatorships, and real estate property legal matters.
Oliver was admitted to the State Bar of California in 2007. He earned his Juris Doctor from Southwestern School of Law in 2007 and his Bachelor of Arts from Pomona College in 2002. He is a member of the Los Angeles County Bar Association, Pasadena Bar Association, and South Bay Bar Association, where...
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Damien Joseph Snow
San Diego, CA Estate Planning Lawyer with 20 years of experience
Free ConsultationEstate Planning, Elder and Probate
California Western School of Law
I am dedicated to helping my clients build and protect wealth and to prepare for and deal with life cycle events.