High-quality, straightforward, and comprehensive estate planning services at an affordable price. We know more than half of Americans lack a proper estate plan. Of those who do, they usually begin the process after suffering a bad experience in their family or learning of a bad experience from a friend.
At Praesidio Estate Planning, we are committed to providing you with a professional, comfortable, and valuable experience aimed at allowing you and your family to take control of your estate in the present and avoid the unknown and uncomfortable challenges the future may bring. We go beyond merely drafting these documents.
At Praesidio Estate Planning, we are committed to providing you with a professional, comfortable, and valuable experience aimed at allowing you and your family to take control of your estate in the present and avoid the unknown and uncomfortable challenges the future may bring. We go beyond merely drafting these documents.
Services
The ocean of laws and issues that encompass estate planning may seem like a deep, dark, and scary place. No one wants to think about what happens in the event of incapacity or death. Many seek consultation only after learning of a bad experience from a friend or suffering a bad experience in their own family.
Praesidio Estate Planning provides high-quality, straightforward, and comprehensive estate planning services at an affordable price to San Diego individuals, couples, and families. Founded by an attorney with a background in wealth management, Praesidio focuses not only on drafting legal documents but also on providing legal advice as part of a greater wealth management strategy.
This section answers the most common questions that come up in general discussions regarding estate planning. For a comprehensive discussion please see our Estate Planning 101 section. Estate planning is all about control and everyone needs control of their estate. You may have heard estate planning is for people with substantial assets preparing to pass them to the next generation.
Conveniently located in University Town Center at the UTC Aventine across the 5 freeway from UC San Diego. Conversations and initial consultations are complimentary. Use this simple contact form to reach out to my office. If you have a particular question or issue to address, feel free to write a short subject and message.
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