San Diego Office

2221 Camino Del Rio South,

Suite 307
San Diego, CA 92108

Wealth Management

How would you like to ensure your needs, wants, and wishes are met, even if you are not here to see them through? Not only could a good estate plan mitigate one of the biggest taxes a family could ever face (federal estate tax), but it can also ensure assets are passed on to their intended beneficiaries and distributed in a manner consistent with the directives of the estate plan.

For families raising young children, a proper estate plan means having clear guidance and legal documentation on guardianship in the unimaginable event that the parents predecease the child along with a stable funding plan to ensure the financial needs of the child are met.