When You Want Good Things To Happen To Your Family …
This is our motto. We help you design everything from a straight forward revocable trust to a complex estate plan. The goal is to make sure you protect your legacy, your loved ones and your assets while you also minimize the stress, cost and time your family members and loved ones endure when it is time to execute your estate plan. Unless your estate plan is laid out in a clear, legally effective manner, your beneficiaries will be left to litigate your desires between themselves. They may even be forced to endure the nightmare that is probate. The only people who enjoy the probate process are the people who receive the unexpected (unearned) windfall.
A Track Record Of Success
We have established ourselves as a premier law firm providing exceptional estate planning representation marked by:
- Understanding our clients: It would be impossible for us to help our clients reach their goals without finding out about them. We will take the time to understand your goals and all aspects of your finances so that we can provide the appropriate services.
- Commitment to communication: We will communicate with you and respond promptly to your inquiries throughout your case. Mr. Lewis will explain the benefits and pitfalls of your various options and talk you through all aspects of your estate plan.
- Measured action: Because the establishment of an estate plan is an important, sacred act, we take all the time necessary to get everything right the first time. We want to make sure we take careful, measured action so that your estate plan will function as intended, when intended and for the benefit of the people intended.
About Mr. Lewis
Richard A. Lewis has been a lawyer for nearly 30 years; practicing the entire time in the Sacramento area. He has extensive experience dealing with complex estate planning issues, providing him with the ability to effectively handle all estates; from the straight forward to the sophisticated, he will recommend the proper plan for you and your loved ones.
In addition to his career in estate planning, Mr. Lewis also has nearly 30 years of experience in civil litigation, an undergraduate degree in accounting and an undergraduate degree in Finance. He has also held other licenses such as series six and seven. He is also a member of the WealthCounsel, L.L.C. WealthCounsel is a nation-wide group of estate planning lawyers who help each other address the cutting edge issues in estate planning. This organization is very impressive. Visit the link below for more information about Mr. Lewis.