I regularly work with entrepreneurial couples who've built thriving businesses together—tech startups, successful...
When Your Business Partnership Is Also Your Marriage: Estate Planning Strategies That Most Couples Overlook
read more
Wealth Preservation
Why Your Retirement Success Could Become Your Children’s Vulnerability
California families are accumulating retirement wealth at unprecedented levels. Tech industry 401(k)s routinely reach...
Strategic Asset Protection: How Families Use Domestic Trusts to Shield Future Wealth
A tech entrepreneur recently posed a question that's becoming increasingly common: "Janet, I've built significant...
Why Families Can’t Afford Insurance Gaps in Their Estate Plan
From my Los Altos office, I regularly witness a troubling pattern among California's high-net-worth families:...
Let’s make sure
the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
