Testimonials

“I always like coming to see you about our estate planning matters. You somehow manage to explain the complicated laws to us in down to earth terms we can understand. I am confident that you will be there for my family to handle our affairs in case something happens to us."

Betty and Jim, Costa Mesa

“Before we came to you with our family estate dispute we thought the situation was hopeless. So much money was missing and what was left of our inheritance was threatened. You were not afraid to go after our greedy relatives and make them put back the missing funds and settle with us. With your knowledge of accounting and tax records, there was no room for them to hide! I just can’t thank you enough."

Chuck P., Tustin

“The conservatorship which I was forced into handling on account of the death of my sister was a big mess before you became involved. Thanks to you, we got the accounting straightened out and were able to answer the probate court’s questions and prevent me from being in big trouble. Your accounting and tax knowledge really saved the day."

J.R., Mission Viejo

“I was really concerned before I came to see you that there was no practical way to divide up my estate and keep all of my children and my wife’s children happy. However, you managed to find some innovative solutions and alternatives and explained everything to us with such clarity. Thanks so much for fielding my various emails and calls as I kept thinking of more things that needed to be handled and it wasn’t practical for me to come down to your office all the time."

D.K., Lake Forest

“I am sure glad I came to see you to get my living trust figured out and amended to actually handle my situation. I started out with a canned version of a living trust to try to save money but it didn’t really express what I wanted to do. I was completely surprised how you were able to cut right to what mattered and straighten out my estate plan for so little cost. Thanks."

Jim K.

“It was refreshing to meet you and learn about all of the alternatives I have to take care of my loved ones. I especially appreciate that you could explain to me all the property tax, estate and income tax implications of my estate plan. It sure would have cost my heirs a bundle in taxes if I wouldn’t have had you set up my estate planning. Best regards."

David M.

“Thank goodness you were able to get all of our property into our living trust before my wife passed away. I figure we saved tens of thousands of dollars in mandatory probate attorneys fees by avoiding probate. Thanks for coming down to the hospital with your notary seal to get the property deed signed at the very last minute. Your professional service is deeply appreciated."

Matt C., Los Angeles

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