What You Need To Know About The SECURE Act The Setting Every Community Up for Retirement Enhancement Act of 2019 became effective on January 1, 2020, but you may have
Trust & Estate, Probate & Business
Serving communities and businesses from the South Bay to Newport Beach
We apply over 86 years of combined professional experience to ensure unsurpassed service and legal representation. We have clients worth more than one hundred million dollars and clients worth less than a million dollars. All clients receive the same high level of service and value.
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Note: this communication does not automatically create an attorney-client relationship and is not privileged. Someone from our office will contact you to set up an appointment.
Estate Planning Questionnaire
In order to make our first meeting as productive as possible, we ask that you complete a questionnaire that provides us with relevant personal and financial information. The information which you provide to us is held in complete confidence, and is used for the sole purpose of analyzing your estate planning needs and designing your estate planning documents.
SERVING CLIENTS FROM LONG BEACH TO PALOS VERDES
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