Cali Law Life and Legacy Planning
During the Session, Marc will walk you through “what would happen” to all that you own and everyone you love, if anything were to happen to you now. If “what would happen” matches your goals, you can put your mind at ease. You're all set. You will leave with the peace of mind knowing your goals are being met. There's no need to do more planning until your family situation, financial assets, or planning goals change. If, however, there are gaps between your goals and what would actually happen, Marc will help you identify them so you know exactly what needs to be fixed. If you want to do that planning with us, Marc can help you design a plan on the spot. If not, at least you'll know what the issues are and have a chance to get all of your questions answered.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Trust Administration
- Probate Administration
- Legacy Preservation
- Community Outreach
Sentiment Analysis
Marc was very thorough, and helped me set up the trust the way I wanted it, giving me excellent and informative advice that caused me to rethink some of my initial ideas.
I think Marc is probably warm & friendly with all his clients which is a good thing.
We trust that Marc has our best intentions in mind and feel good that we can reach out and ask for help as well at any time.
Marc only does Estate Planning so his knowledge and focus will always be up to date and his clients will be the beneficiary of that process.
My husband and I had been putting off our estate planning for quite some time, but after hearing Marc give a presentation at my daughter’s school, we finally stopped procrastinating.
After his concise explanation we realized we couldn't wait any longer to take care of such an important matter - who would take care of our children temporarily and permanently if the unexpected happened.
We feel empowered knowing we've taken this important step and having Marc guide us through the process was like having a collaborator on our team ensuring everything was done properly, thoroughly, and with the utmost care.
After attending an outstanding presentation he did at a local library, My husband and I decided to have a consultation with Marc to see what it would take to get out estate plans and our children's guardianship in order.
He's not only a family man who strongly believes in his work as an estate attorney, but he's also a great business attorney and adviser.
An absolute pleasure to work with, I highly recommend Marc for estate planning and advise on small business issues.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.