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Heather Cheree Johnston
Folsom, CA Estate Planning Attorney with 18 years of experience
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
Heather Johnston founded Sapphire Law Group to deliver big-firm quality legal services to families and businesses in a way that is personal, convenient and efficient. Heather brings her extensive legal experience in real estate, title and financing and combines it with her passion for technology and efficiency to serve her estate planning, trust and estates and business clients.
Heather has received an “AV-Preeminent™” Rating by Martindale-Hubbell and has been named as a SuperLawyer Rising Star, and to the Best of the Bar and Top Lawyers. She has been a panelist for numerous local, state and national seminars for attorney continuing...
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Tiffani C. Aanestad
Grass Valley, CA Estate Planning Lawyer with 21 years of experience
Free ConsultationEstate Planning
Thomas Jefferson School of Law
Tiffani Aanestad is an estate planning attorney and focuses her work on trust administration, trust and estate mediation and litigation, and probate matters. Tiffani graduated from Thomas Jefferson School of Law, cum laude, and was a member of Law Review during law school. Like her husband, Erik Aanestad, Tiffani is also licensed in California and Nevada. Additionally, she is licensed in Florida and got her start as a young attorney there while Erik attended law school. For the past several years she has spent her career defending her client’s interests in civil litigation. ...
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Jason G. Pink
Modesto, CA Estate Planning Attorney with 10 years of experience
Free ConsultationEstate Planning and Business
Concord Law School
Jay Pink is an attorney who works with businesses and families on estate planning, and business law matters. Having his CPA license, and working in multiple family businesses over his career has positioned him to provide valuable insight on successful business operations. He has formed many entities - LLC's, Corps Partnerships and non-profit organizations.
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Douglas Allen Wright
Redding, CA Estate Planning Attorney with 19 years of experience
Estate Planning and Probate
McGeorge School of Law Univ of the Pacific
Douglas A. Wright has established a reputation as the go-to attorney for estate planning matters, succession planning, living trusts, wills, probate, and business law matters.
Doug holds a Juris Doctor from University of the Pacific, McGeorge School of Law, and was awarded the Witkin Award for Academic Excellence in Professional Responsibility (Ethics). Doug also spent a summer studying in the prestigious International Legal Studies program in Salzburg Austria with United States Supreme Court Justice Anthony M. Kennedy. Doug completed his undergraduate studies at UCLA and holds a Bachelor of Arts degree in Political Science.
Doug is admitted to the California Supreme Court,...
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Erin McNally
Redding, CA Estate Planning Lawyer with 39 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Divorce
Western State University College of Law
Why You Should Retain My Services
I have extensive jury and bench trial criminal litigation experience. District Attorneys know that I am willing to go to trial and fight for my client's rights.
I offer flat fee retainer agreements to reduce client's costs in Conservatorship and Guardianship matters. I am experienced in LPS (mental health), Probate Conservatorships , Limited Conservatorship cases, and Guardianships, representing both petitioner and conservatees.
I have both personal and professional experience in the area of disabled rights, as an attorney and parent of a disabled child. Institutions often fail to serve the very people they should be...
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Catherine King
Redding, CA Estate Planning Attorney with 36 years of experience
Free ConsultationEstate Planning, Bankruptcy and Business
University of California College of the Law, San Francisco
Catherine graduated Hastings College of Law and UC Berkeley to become one of north state's finest lawyers.
Catherine King enjoys direct contact with clients and meeting their needs to achieve a hopeful resolution to matters of concern.
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Nikki Farris
Chico, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning, Bankruptcy and Business
The University of Denver Sturm College of Law
As a mother of four children, Nikki Farris understands the pressure of being responsible and taking care of family. When you fall into debt, it's not only you but those who depend on your that are in danger of financial ruin. If you cannot handle the debt, Attorney Nikki Farris can help you file for bankruptcy and find debt relief through various means. Nikki is experienced in bankruptcy law, as well as estate planning and business law. As a member of the National Association of Consumer Bankruptcy Attorneys, Nikki is held accountable to high standards of legal service for her...
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Erik M. Aanestad
Grass Valley, CA Estate Planning Lawyer with 17 years of experience
Free ConsultationEstate Planning
Florida Coastal School of Law
Erik Aanestad was raised in Nevada County and is a graduate of Nevada Union High School. He is an estate planning attorney licensed to practice in both California and Nevada. Erik counsels and finds solutions for his clients in all areas of estate planning, trust and probate law and also assists clients through the process of trust administration. These are Erik’s areas of legal expertise and he focuses his work on these specific areas of law. During his legal career, Erik has spent time volunteering as a guardian ad litem (also known as a CASA) representing...
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Raphael Moore
Davis, CA Estate Planning Lawyer with 31 years of experience
Estate Planning, Business, International and Probate
University of the Pacific, McGeorge School of Law and University of the Pacific, McGeorge School of Law
Moore & Moore provides General Counsel services to private and public companies, including both domestic and multinational enterprises. The firm handles a vast array of business needs ranging from simple formation, to complex financings, to M&A events. The firm handles clients’ labor and employment issues, as well as both personal and business immigration needs.
We provide an aggressive and modern service comparable to that of larger law firm, but with the speed, efficiency, and flexibility that only a personal practice can offer.
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Daniel Hunt
Sacramento, CA Estate Planning Lawyer with 15 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
A graduate of McGeorge School of Law, Daniel A. Hunt is lead attorney and owner of the Law Offices of Daniel A. Hunt. As a State Bar of California Certified Legal Specialist in Estate Planning, Trust & Probate Law, he has been named Best of the Bar by the Sacramento Business Journal and a Super Lawyer by Super Lawyers.
Mr. Hunt is a member of the National Academy of Elder Law Attorneys and the Sacramento Estate Planning Council. He has served as President, Vice President, and Secretary of the Probate and Estates Section of the Sacramento County Bar Association. He has...
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Kristina Porcar
Sacramento, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business and Probate
University of the Pacific, McGeorge School of Law
Kristina Porcar is the owner/attorney of Porcar Law. She founded her firm to develop personal, collaborative relationships w/ clients, offering legal counsel that supports them both personally & professionally.
Kristina practices exclusively in the areas of Estate & Business Planning, Trust Administration, & Probate.
Kristina began her law career more than 17 years ago as an administrative professional at an AmLaw 200 California-born firm. Over the years, she has honed her skills in her areas of expertise, progressing from a paralegal to a law clerk, and eventually to an attorney.
At UC Davis, Kristina focused on philosophy courses in logic, & art...
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Wayne Kenneth David McIntosh
San Rafael, CA Estate Planning Lawyer with 32 years of experience
Estate Planning, Arbitration & Mediation, Family and Probate
Foreign Law School
Business and International Experience
Wayne started in Auckland New Zealand, graduating after completing a challenging combined Bachelor of Commerce and Bachelor of Laws in just 4 years, achieving top marks at his law school at Auckland University made up of 11,000 students where he was elected Student President in a landslide victory in his last year. Then recruited by a leading Merchant Bank, MARAC Corporation, Wayne moved to Citibank before becoming the founding Company Secretary for New Zealand's first publicly listed Investment Bank, founding Company Secretary for NZ’s first publicly listed Venture Capital company and a Director of a...
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Gloria P Martinez-Senftner
Sacramento, CA Estate Planning Attorney with 32 years of experience
Estate Planning, Criminal Defense, Immigration and Personal Injury
The University of Chicago Law School
Gloria Martinez-Senftner heads up the Martinez Law Group, a bilingual Professional Law Corporation. with main offices at 1600 Sacramento Inn Way, Suite 116, Sacramento, CA 95815. The law firm engages in general practice, including trial and appellate work in State and Federal courts with a concentration in the areas of Immigration, Criminal Law, Personal Injury, Corporate, and Commercial Law.
Law School: University of Chicago Law School, JD
College: University of Texas-El Paso, BA.
Professional Memberships: State Bars of California, New York, Texas, Massachusetts, Iowa, and South Dakota; Member American Immigration Lawyers Association (AILA) and the Immigrant Legal Research...
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Donna Naomi Shioya
Sacramento, CA Estate Planning Lawyer with 27 years of experience
Free ConsultationEstate Planning and Probate
University of California, Davis, School of Law
I began my legal career in general civil litigation in Sacramento focusing on real estate, business and employment law. I shifted focus to the areas of estate planning, trust and probate administration, opening LifePath Law in late 2006.
My practice evolved to include litigation regarding trusts and estates, such as will contests, financial elder abuse, care custodian issues, and trustee fiduciary duties.
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Jack Klosek
Sacramento, CA Estate Planning Lawyer with 11 years of experience
Free ConsultationEstate Planning, Business and Probate
University of California, Davis, School of Law
Here at Klosek Law Offices in Sacramento, California, we want to help you protect yourself and your assets for the future by creating comprehensive estate plans that will help you preserve and pass on your wealth to your heirs and loved ones.
Serving clients throughout Sacramento County and all the surrounding areas of Northern California, our law firm is one of the area's premier estate planning practices, and since this is our sole area of focus, we can provide you with a level of representation and support other law firms simply cannot match with regard to any of the following:
1.) Basic...
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Gary D. Sparks
Fairfield, CA Estate Planning Attorney with 19 years of experience
Estate Planning, Divorce, Family and Probate
John F Kennedy Univ School of Law
Attorney Gary D. Sparks is an accomplished lawyer who has successfully provided legal services and representation to families, husbands, wives, parents, military service members, and same sex partners for nearly two decades. Gary was a regular guest for several years on the former Ronn Owens Program on KGO-AM 810 in San Francisco, and has been interviewed by local and national publications in addition to publishing several of his own legal guides.
Gary graduated first in his class from John F. Kennedy University School of Law, where he was awarded magna cum laude honors for excellence in academic achievement and received...
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Nancy E. Miller
Carmichael, CA Estate Planning Lawyer with 9 years of experience
Free ConsultationEstate Planning and Probate
Concord Law School
Nancy E. Miller has been an attorney in California since 2015. Nancy practices law in the areas of Probate, Trusts, Wills, and Estate Planning. Nancy serves clients at her office in Sacramento County as well as virtually throughout Northern California.
After graduating in 1991 with her Bachelor of Arts in French, Nancy spent several years teaching elementary school in Northern California and Oregon. In 1996, Nancy began her second career in Human Resources and Payroll when she was hired at Paychex, Inc. Even though she was also a busy single mom during her 14-year course of employment...
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Kamala Maddipoti
San Jose, CA Estate Planning Lawyer with 14 years of experience
Estate Planning and Immigration
Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. She focuses on Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and gives back to the community for the greater good. Ms. Kamala is a member of State...
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Robert J. Spitz
Ontario, CA Estate Planning Attorney with 49 years of experience
Estate Planning, Probate, Real Estate and Tax
University of Southern California
Business & Real Estate Attorney Robert Spitz brings 45 years of experience to individuals and small businesses throughout the Inland Empire. A dedicated sole practitioner since 1975, Attorney Robert Spitz will personally handle all aspects of your case – you will never be passed off to an associate. Some business and real estate cases are taken on a contingency fee basis. Ontario Real Estate Lawyer and Business Attorney Robert J. Spitz takes a proactive and practical approach. He will carefully review all of the details of your legal situation, identify potential problems and propose effective solutions to help you...
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John Dudley Laughton
Monterey, CA Estate Planning Lawyer with 47 years of experience
Free ConsultationEstate Planning, Business, Elder and Real Estate
University of California, Hastings College of the Law
John is committed to providing personalized estate planning services in a highly ethical, professional, solution oriented, and cost effective manner. In addition to providing timely and high quality legal services, he is committed to educating the community about important estate planning issues through public seminars.
Mr. Laughton also has a legal background in business and real estate matters and was appointed to the City of Del Rey Oaks Planning Commission and served between 1985 and 1992. He served in the U.S. Army, including a tour of Vietnam in 1971-1972. Mr. Laughton was born in Carmel, CA and raised on...
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William K. Hayes
South Pasadena, CA Estate Planning Attorney with 50 years of experience
Free ConsultationEstate Planning, Elder and Probate
University of California - Los Angeles
ATTORNEY
As an attorney in private practice in Los Angeles County, California William Hayes provides extensive estate and tax planning services to individuals and businesses in Los Angeles, Pasadena, Glendale, Burbank and surrounding communities. Attorney Hayes’ primary focus is to help clients avoid probate, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He believes in giving each client the time needed to explain his or her needs and wishes and then dedicates his efforts toward making the client’s desires clear in their final estate plan.
Clients of The Hayes Law Firm have often...
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Jamie K. Ogden
Los Angeles, CA Estate Planning Attorney with 14 years of experience
(310) 201-3510
1900 Avenue of the Stars
7th Floor
Los Angeles, CA 90067
Estate Planning, Business and Tax
New York University School of Law, University of California, Berkeley School of Law and University of Washington School of Law
Jamie Ogden is a partner in the Taxation and Trusts & Estates Groups. He advises individuals and business entities on a range of tax planning, tax controversy and estate planning matters. In addition to his experiences in private practice, Jamie also brings several years of service from both state and federal government, including a federal district court clerkship with the Honorable Patricia A. Seitz in Miami, Florida.
Jamie routinely advises U.S. and non-U.S. individuals on complex income, estate and gift tax planning, along with business succession and general family office matters. He serves as lead tax counsel on M&A transactions, financing,...
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Elizabeth G. Acevedo
Los Angeles, CA Estate Planning Attorney with 15 years of experience
Estate Planning, Business and Tax
State University of New York - Buffalo
Beth Acevedo applies a broad background in estate planning, estate and trust administration and tax law to develop customized, multi-generational estate plans for high net worth individuals and families. Through the careful crafting of trusts, wills, powers of attorney and health care directives, Beth identifies and addresses potential conflicts before they occur while maintaining the clients' interpersonal and wealth transfer goals. Beth's compassionate and detailed approach to estate and trust administration matters brings beneficiaries and fiduciaries peace of mind during what can be an emotionally stressful time.
Beth has an Executive LL.M. in Taxation from New York University. While in law...
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Neil Solarz
Los Angeles, CA Estate Planning Lawyer with 48 years of experience
Estate Planning, Business and Tax
University of San Francisco School of Law
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David A. Shapiro
Los Angeles, CA Estate Planning Lawyer with 23 years of experience
Free ConsultationEstate Planning and Probate
University of California College of the Law, San Francisco
The Law Offices of David A. Shapiro, P.C. in Los Angeles offers clients of all walks of life professional representation and guidance for trust litigation. When a trust is caught up in a dispute, either due to how the trust is being interpreted or the behaviors of the trustee, the matter can unravel quickly into a heated legal contest with significant assets at stake. Attorney Shapiro and his legal team react and act with genuine urgency to do what is best for their clients. The law firm can handle probate litigation cases involving a failure to file tax returns, improper...
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RoseAnn Frazee
Los Angeles, CA Estate Planning Lawyer
Free ConsultationEstate Planning, Business, Personal Injury and Workers' Comp
RoseAnn began working in the legal field when she was 18 years old and worked for some of the largest law firms in the Los Angeles area as a legal secretary and paralegal before she became an attorney. Using document-search programming, she worked on many complex, high-profile litigation cases and cases with voluminous e-discovery requirements.
RoseAnn attended UCLA in high honors classes and graduated magna cum laude in 1994, and then worked another ten years to take care of her four grandsons as a litigation paralegal in many trials before attending law school. She attended Abraham Lincoln Law School to continue...
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Ranvir S Sandhu
Culver City, CA Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning and Business
Lincoln University
Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.
Estate Planning:
Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.
Corporate Law:
Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.
Prior Experience:
Prior to founding Insight Legal, P.C.,...
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Jeremy Scott Hyndman
Los Angeles, CA Estate Planning Attorney with 17 years of experience
(800) 487-4660
Union Bank Plaza
445 S. Figueroa St., Suite 2700
Los Angeles, CA 90071
Free ConsultationEstate Planning, Real Estate, Securities and Stockbroker Fraud
Emory University School of Law
My practice focuses on estate planning and helping investors recover losses caused by unethical or incompetent financial advisers. I am the managing attorney at Basalt Legal PLLC, a law firm nestled in Washington wine country but serving clients throughout Washington State and California.
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Eric Jerome Gold
West Hollywood, CA Estate Planning Lawyer with 25 years of experience
Free ConsultationEstate Planning, Business, Collections and Probate
University of La Verne College of Law
California Attorney Eric J. Gold has practiced law in California since 1999. As a solo practitioner at the Law Offices of Eric J. Gold, APC, he personally handles each matter and uses current technology to provide value and comprehensive services to his clients. In addition to his specialized knowledge in commercial transportation, Mr. Gold has also worked for a not-for-profit outdoor advocacy organization that promotes mountain bicycling and he remains an avid cyclist today
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John S. Morris
Arcadia, CA Estate Planning Attorney with 30 years of experience
Free ConsultationEstate Planning, Elder, Family and Probate
Loyola Law School, Los Angeles
The lawyers and staff who make up Morris & Morris are not that different from the people we represent. We encounter the same highs and lows and we share the same desire for happy and healthy families. Since the founding of our San Gabriel Valley law firm in 1997, those common interests have only served to reinforce our belief in what we do. We have children of our own and we can identify with both the difficulties and the benefits of raising a family in Southern California. We can help you ensure that your children are provided for whether...
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Kimberly Beach Napolitano
Los Angeles, CA Estate Planning Attorney with 21 years of experience
Estate Planning and Probate
Loyola Law School
Entering her 15th year of practice, Kimberly specializes in estate planning, probate, and trust administration and corporate law. Kimberly’s experience in assisting aging seniors, middle-aged couples and young families in trusts and estates issues is an asset to her clients. This experience allows her to provide highly customized estate plans for her clients’ unique family needs.
Kimberly compassionately and efficiently addresses the affairs of the deceased, including probate and trust administration therefore she is able to represent trustees, executors and beneficiaries in many different and often difficult situations. Additionally, Kimberly offers legal counsel to closely-held businesses at each stage...
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Christina Marie Wickers
Torrance, CA Estate Planning Attorney with 12 years of experience
(310) 540-2520
Skypark Atrium
2790 Skypark Drive, Suite 209
Torrance, CA 90505
Free ConsultationEstate Planning, Divorce, Elder and Probate
Western State University College of Law
Practice Areas: Estates & Trusts, Trust and Estate Litigation, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family, Divorce, Custody, Support
Ms. Wickers handles clients legal needs including representing clients in trial, and appeals. In 2020, Christina Wickers obtained a Top Attorney Avvo Rating of 10/10 and was selected by Super Lawyers, Rising Stars List, for Southern California, in both 2020 and 2022 – a top rated Trusts and Estates Attorney in Southern California. No more than 2.5% of attorneys in the State of California are named to the Super Lawyers, Rising Star List. Similarly, she has...
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Kevin John Kensik
Rolling Hills Estates, CA Estate Planning Lawyer with 30 years of experience
(310) 891-2300
609 Deep Valley Drive,
Suite 310
Rolling Hills Estates, CA 90274
Estate Planning, Divorce, Family and Probate
Southwestern University School of Law
I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.
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Fernando Bernheim
Upland, CA Estate Planning Lawyer with 22 years of experience
Free ConsultationEstate Planning, Criminal Defense, DUI & DWI and Divorce
Univ of LaVerne COL
The Law Offices of Fernando J. Bernheim is committed to providing professional legal services and aggressive representation backed by extensive knowledge and experience in matters of law. We understand the impact that your legal issue has upon your life and we are dedicated to assuring you every remedy within the scope of the law.
For more than ten years, Attorney F. J. Bernheim has represented clients on a range of issues relating to:
Family Law
Criminal Law
Personal Injury/Civil
Bankruptcy
Real Estate
Immigration
Wills And Trusts.
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James D. Miller
Fresno, CA Estate Planning Attorney with 24 years of experience
Estate Planning, Bankruptcy, Employment and Probate
University of San Diego School of Law
James D. Miller focuses on bankruptcy, employment and business litigation as well as small business formations and start-ups.
Mr. Miller earned a B.A. in Political Science from the University of California, San Diego, and his law degree from the University of San Diego School of Law. Mr. Miller served as a San Diego Law Review member ranking in the top 2% of his class.
Directly after graduating, Mr. Miller worked with a prominent, national law firm representing large corporations and high profile tech companies in both venture capital and IPO financing, as well as defending employment class...
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Joseph Novel
Los Angeles, CA Estate Planning Attorney with 7 years of experience
(855) 529-7371
1801 Century Park East suite 2100
Los Angeles, CA 90067
Free ConsultationEstate Planning, Bankruptcy and Probate
Southwestern Law School
My main focus is to bring the knowledge and know-how when it comes to estate planning and corporate law. From providing strategies that will allow a smooth transfer of assets of one's estate to representing in probate proceedings of inidivudals who did not do any planning prior to passing away. I was born in Long Island, New York and raised in Los Angeles, California. Before attending law school, I attended the University of California at Los Angeles (UCLA), and completed a bachelor's degree in History. I then attended Southwestern Law School in Los Angeles where I received my juris doctor....
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Sean David Ethington
Pasadena, CA Estate Planning Lawyer with 24 years of experience
Free ConsultationEstate Planning and Elder
Southwestern Law School
Our firm specializes in Elder Law with particular emphasis in California Medi-Cal eligibility planning, Medi-Cal estate recovery minimization planning, estate planning and trust administration. We work closely with our clients to ensure that their assets are protected and preserved according to their individual circumstances and goals.
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Yasha Bronshteyn
Los Angeles, CA Estate Planning Attorney with 25 years of experience
Estate Planning, Divorce, Domestic Violence and Probate
Loyola Law School, Los Angeles
Yasha Bronshteyn is a Partner at Ginzburg & Bronshteyn, LLP. With nearly 20 years of experience, he provides skilled and knowledgeable advocacy. Mr. Bronshteyn represents clients in a wide array of Family, Divorce, Domestic Violence, Estate Planning, Probate and Real Estate Law matters. He is dedicated to achieving clients' goals efficiently, effectively, and affordably, while bringing them peace of mind.
Mr. Bronshteyn has received an AV Preeminent Rating, the highest possible from Martindale-Hubbell. Additionally he has been honored as a Super Lawyer in 2017, 2018, and 2019.
Mr. Bronshteyn received his B.S. with honors in Political Science from the University of California,...
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Randall Kaiden
Valencia, CA Estate Planning Lawyer with 28 years of experience
Estate Planning and Elder
University of San Diego School of Law and Southwestern University School of Law
Randall Kaiden is an experienced California Estate Planning & Elder Law Attorney. He is a Martindale-Hubbell AV Rated Preeminent Attorney, Past President of the National Academy of Elder Law Attorneys Southern California District, Estate Planning Law Specialist by the National Association of Estate Planners & Councils, and a Certified Specialist in Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. He has been recognized by his peers as well as the community at large and holds a perfect 10 out of 10 rating on AVVO Legal for estate planning and elder law. His...
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Elisabeth Ann Lambert
Paso Robles, CA Estate Planning Lawyer with 19 years of experience
Free ConsultationEstate Planning and Elder
University of California College of the Law, San Francisco
Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support.
Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions.
She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration.
Reach out to Lisa today through her website for a complimentary consultation.
Lisa's...