Preserving Wealth, Preventing Risk
Even the most carefully designed estate plans can drift out of alignment as families grow, assets evolve, and laws change.
We often meet clients whose plans looked perfect on paper — until life moved faster than their documents did.
Many families come to us with structures that appear solid, yet under the surface, they’re riddled with hidden risks: beneficiary designations that override trust terms, operating agreements that conflict with distribution language, or liquidity events that trigger unnecessary taxes.
Our job is not to redo your plan. It is to pressure-test it.
We evaluate your current structures for:
- Exposure to estate, gift, and generation-skipping transfer taxes
- Unintended probate triggers
- Overconcentration in taxable or illiquid assets
- Mismatches between entities, ownership, and succession
- Vulnerability to lawsuits, creditors, or mismanagement
From there, we recommend layered solutions that strengthen what you have built. That might mean restructuring entities, reallocating ownership, or integrating irrevocable trusts that preserve flexibility while minimizing risk.
Because your estate plan should not just protect assets on paper. It should preserve outcomes in real life — and in California, where privacy and tax exposure can change quickly, foresight is everything.
Request a Private Legacy Review