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Pebble Beach

Estate Planning

Without a well-executed plan, the laws of the state will govern how your assets and medical care are managed if you become incapacitated, and how your assets are distributed when you die. This can be time-consuming and expensive and may not align with your wishes.


I help clients take control by creating a well-organized, cost-effective plan that will ensure their wishes are honored and goals are met, while minimizing taxes and preserving wealth.

Click here to learn more.

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