The Doolin Group’s Annual Client University features speakers of international prominence, who share new ideas and new trends on a range of topics for the entire family − and valuable information foundational to asset management − investing, tax planning, estate planning, economics and more! The day begins with Brian Wesbury who joins us for the…
Checklist of Immediate Actions When Faced with the Death of a Loved One This checklist is designed to enable you, the person named as the “Successor Trustee” in someone’s Living Trust, to handle the affairs of the Trust when the Trustor is an unmarried individual, or a widow or widower (and is now the second…
Kids Protection Planning Guide Inside you will learn the 9 simple steps your should take to ensure that your kids are always protected.
7 Common Estate Planning Questions and Their Answers Estate planning, with or without a lawyer, can be a little overwhelming. In my practice, I see several questions that come up again and again.
Proper asset protection planning is an integral part of every effective estate plan. It’s even more important if you operate a business, own real property or have any personal or business assets. We will evaluate your holdings and work with you to develop the best way to legally protect your assets from potential creditors. Watch Vanessa’s workshop,…
Vanessa will help you put a plan in place to ensure that you have the maximum protection of and control over your assets, should you become incapacitated or require assisted living. In California, the most common of these incapacity planning tools is Medi-Cal Planning.
Vanessa is a member of the Family Wealth Planning Institute and is a certified Personal Family Lawyer®. As a family woman, Vanessa understands the importance of protecting your assets, planning for your family’s future and building your legacy. She takes pride in providing her clients with the sense of comfort and security that comes along…
Click below to view Vanessa’s profile in the May 2012 edition of Pasadena Magazine, where she was named a top attorney of 2012!
Watch Vanessa’s live appearance on the “Intentional Parent,” where she discusses Kids Protection Planning. Exploring parenting through engaging dialogue and debate, The Intentional Parent is a Web TV show which airs on TheLip.tv. It is an innovative and groundbreaking program co-hosted by engaging, relateable parents and experts in education, psychology and child rearing. It covers…
