Hey, congratulations! We're assuming you made it to this page because you want to talk with us about how to keep your family or business out of court and out of conflict, especially when something happens to you. 


Learn what every family member needs to know . . . Register for our upcoming free presentation and we'll share with you the three biggest fears when it comes to doing this important legal planning, what happens to children and other loved ones when there is no planning or when the planning has missing pieces, and exactly what the process is and how much it costs (no holds barred).

Family Wealth & Business Planning:

Estate Planning in the New Decade

Click on the RSVP link to find a date that works best for you, and you can immediately save your seat:

 Join us for this small-group workshop covering the new developments in the Estate Planning and Asset Protection world. This workshop is perfect for Financial Advisors, CPAs, CFPs, and Real Estate Agents and Brokers.


You'll learn about:

-The Upcoming Trends in Estate Planning for 2020 and Beyond

-Efficient Asset Protection Techniques for Real Estate Investors

-The SECURE Act and Estate Planning for Your Retirement Accounts


Space is limited to 12 attendees.

Let us know if you're interested in attending.


Thursday at 5:00pm

February 27th


650 California St, FL 7

San Francisco, CA 94108