Videos

Education

Estate Planning 101 | Probate

Estate Planning 101 | Wills

Estate Planning 101 | Trusts

Estate Planning 101 | Guardian Nomination

Estate Planning 101 | Questions & Answers

5 Important Estate Planning Documents to Prepare for Upcoming Travel

Our Family Planning Assessment - Initial Client Meeting

Naming Short-Term Guardians

How to Choose Guardians for your Minor Children

Incapacity Planning 101 | Conservatorship & Guardianship

Incapacity Planning 101 | Power of Attorney

Incapacity Planning 101 | Advance Healthcare Directive

Life Insurance with Estate Planning

Locations

1500 Palma Drive, Suite 270
Ventura, CA 93003

2625 Townsgate Road, Suite 330
Westlake Village, CA 91361

Serving clients throughout California Virtually with Zoom

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