Estate Planning with YOU in Mind

What We Do

Depending on your needs, securing the right estate planning documents is essential to give your family the support that they during those difficult months. No matter the size of your estate, do not assume that once you pass away, your assets are handed to your spouse or family members.

Who We Are

I am not afraid of a challenge and when I decided to pursue a law degree at the Thomas Jefferson School of Law, I was up for the task. This career change was not something that I took lightly as the drive behind the “why” for my venture is to serve others.

What Our Client Say

  • Paul was knowledgeable, helpful, and accommodating. My trust was especially unique because I have a special needs son. After working with Paul I have great confidence and peace that the work he did for my family and I will be a tremendous blessing to those I leave behind.

    - Chris
  • Paul was very professional, pleasant, easy to work and answered every questions we had. We were impressed of how meticulous he was on all the documents we needed. In addition, he provided us clear understanding on specific matters, sound advice on what would be appropriate and confidence that allow us to make the right decisions for our particular situations.

    - Carlos
Express disclaimer: this testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
More Testimonials

Library of Articles

November 18, 2022
Crucial Facts You Should Know about Asset Protection in Estate Planning

Asset protection trusts are a legal method for a grantor of a trust to put valuable property into trust under the care of an independent trustee while giving the grantor access to the property as a beneficiary.  An asset protection trust is a crucial estate planning tool for any person or married couple who owns […]

October 25, 2022
Asset Protection in Estate Planning

Proper Estate Planning should also consider Asset protection strategies because of the litigious society that we live in. At any age, health, or wealth situation, you can lose any asset that is not protected to liability judgements, creditors, and divorce. However, once in place, asset protection strategies will help you, your heirs, and your beneficiaries […]

October 18, 2022
Revocable Living Trust in Estate Planning

About the time a person buys a house, purchases life insurance and starts to have a family, they are confronted with the concepts of estate planning and the Revocable Living Trust.  But it usually confusing and difficult to understand the purpose of a Revocable Living Trust and how it differs from a Will and certainly […]

September 18, 2020
Revocable Living Trust

Learn why it is important to have a Revocable Living Trust and what are some details that you should be aware of in drafting a Revocable Living Trust.

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San Diego, CA 92129

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