Creating your family's financial, intellectual & spiritual wealth legacy.
In response to COVID-19, call Rod today regarding having him do your Advanced Health Care Directive and HIPAA Authorization for free -- (858) 465-8002.
Also, if you have an estate plan, Rod would be happy to review it. Or if you don't have an estate plan and the coronavirus has you worried, he will gladly give you a free consultation.
Rod was featured in the January 2019 San Diego Magazine. Five Star Professional recognized Rod with its “2019 San Diego Top Wealth Managers / Five Star Investment Professional Award.” Five Star Professional conducts research to help consumers with the important decision of selecting qualified service professionals. Rod was one of three experts who received the investment professional award. The award was based on 10 validation criteria.
Rod was recently featured in the 2020 San Diego TOP ATTORNEYS May 2020 issue of the SDMETRO Magazine. He was also the only estate planning attorney in the 2018 San Diego TOP ATTORNEYS April 2018 issue of the magazine.
I recently was the guest of CPA and M&A attorney David King on his “Selling Your Business” podcast. During the interview we cover the importance of getting an estate plan in place sooner rather than later if you own a business. We discuss how having your personal and business assets in a trust will keep you out of probate—which takes time, costs money, and becomes a matter of public record. Tomorrow is a promise to no one. Both David and I agree on the why’s and how’s of protecting yourself and what you’ve worked for all these years.