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P: (559) 228-8184
F: (559) 438-1733
We believe estate planning is much more than an administrative discipline; it is an intensely personal and human exercise that incorporates your values, wisdom, and core principles into what would otherwise be sterile and ultimately ineffective estate planning documents. We truly have a passion for preserving your family's wealth and heritage for generations.
We create estate plans for people who care about their personal security and the future of their family. Our clients want plans that address the "People Issues", which are usually overlooked in "cookie cutter" forms. Clients choose our firm because they want estate plan documents that represent their unique values.
We help people avoid
The Estate Transaction Trap. The trap is set by the way in which lawyers traditionally provide estate planning services. We don't follow the traditional model. Instead, we use a proprietary process that helps our clients develop a full understanding of their planning options and implement estate planning tools that are appropriately tailored to their needs.