We love what we do, helping families and individuals create and implement estate plans that accomplish their goals.

ESTATE PLANS:

Provide peace of mind.
Ensure financial changeovers are handled efficiently and quickly.
Ease a family’s transition upon death or incapacity of a loved one.
Minimize estate tax burdens that erode family wealth.
Provide guidance for end-of-life medical decisions.

Oakland Commercial port at dusk. Cranes loading containers on a commercial ship.

About

A boutique East Bay estate planning firm helping families and individuals plan for their future.

Estate Planning Resources

Why do you need an estate plan? What’s the best plan for you?

Fruitvale Senior Center: Estate Planning Presentation

At the invitation of Supervisor Wilma Chan, Jodi Phillips participated in an End of Life Planning event on July 12 at the Fruitvale Senior Center in Oakland. The event, designed to help senior citizens and their families better understand the world of estate planning, had a strong and engaged turnout. Jodi was grateful for the opportunity to share resources and shed some…