Estate Planning



Years in Business

Discover, define and implement your goals for the future.

Santa Barbara’s Premier Estate Planning Team


We tailor our estate, trust and charitable planning advice to align with your passions and purpose. With your needs top of mind, our approach incorporates collaborative solutions with your other professional advisors to ensure a successful and effective plan.

Estate planning involves the strategic management of your assets, with arrangements for the eventual transfer of those assets to your chosen heirs or selected beneficiaries with the least amount of tax and probate fees. Without a defined and regularly-reviewed estate plan, you risk losing a large share of what you have spent a lifetime building.

Our team of experts, in collaboration with your attorney, coordinates your estate planning needs, whether simple or complex, including:

  • Minimizing tax with proper planning and gifting strategies
  • Analyzing asset protection needs
  • Preparing a liquidity analysis
  • Supporting your communication to beneficiaries and family members
  • Developing charitable planning techniques
  • Reviewing the title of your assets
  • Defining your long-term health care planning needs

Protect what means most to you and ensure a seamless plan for your future. Give yourself the gift of peace of mind today and tomorrow.

Featured Resource:
Donor-Advised Funds: Giving with a Tax Advantage

Download our free guide to learn more about donor-advised funds.


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