We exist to assist individuals in deciding upon the most appropriate wealth management options for their unique circumstances, including the important, but often overlooked nomination of a successor trustee. Ira has over 30 years experience in meeting with individuals and couples of all ages as they work with their professional advisors in crafting their estate planning documents, and implementing strategies to maximize financial returns and preserve family unity. He also has served on numerous boards and advisory councils for non-profit organizations, and is able to provide counsel on increasing current, as well as future gifts.
PO Box 5123
Walnut Creek, Ca 94596
(925) 964-3059
We exist to assist individuals in deciding upon the most appropriate wealth management options for their unique circumstances, including the important, but often overlooked nomination of a successor trustee.
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