Business Planning

Thorough Business Counseling is Essential to Ensure Asset Protection throughout the Formation and Reorganization of Businesses into Partnerships, LLCs, and Corporations, Contract Review and Drafting.

Wealth and Estate Planning

Protect Your Legacy and Family through a Smooth, Successful Transition of Wealth for Generations to Come.
Protection of Your Business Assets and Integration Into an Overall Estate Plan is Essential to Successful Transition of Wealth


72960 Fred Waring Dr., Suite 9, Palm Desert, CA 92260​
Tel: 760.674.7175


I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love for the people you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We specialize in estate planning and business to achieve your goals.

If you’re ready to jump right in, please contact us to schedule a Family Wealth Planning Session or, if you’re a business owner, a LIFT Your Life and Business Planning Session by calling us at 760-674-7175 or emailing us at

Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.

Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.

It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.

For now, get comfortable, take a look around our website and call us to help you plan for everyone and everything you love.