Certified Citadel Estate Planner
Affinity Trusts
Ventura County, Ca
There is a perception that estate planning is only for the rich. This couldn’t be further from the truth. In reality, an estate plan is a critical part of ensuring that wishes are carried out should an individual become incapacitated or pass away. This applies to estates of all sizes, large and small, the elderly and the young. Each individual’s situation is unique; therefore it is critical to get proper legal, tax, and insurance expertise. I'm proud to work with Affinity Trusts, LLC… Show more There is a perception that estate planning is only for the rich. This couldn’t be further from the truth. In reality, an estate plan is a critical part of ensuring that wishes are carried out should an individual become incapacitated or pass away. This applies to estates of all sizes, large and small, the elderly and the young. Each individual’s situation is unique; therefore it is critical to get proper legal, tax, and insurance expertise. I'm proud to work with Affinity Trusts, LLC and Citadel Law Corporation and work as a trusted partner to my clients for their estate planning needs. Show less