Beyond simply a financial service, we offer a holistic approach to protecting your legacy. By building a plan that ensures a smooth transition of all that you value to current and future generations, we’ll make sure your heirs receive everything they deserve.
Dive into the world of estate planning with this quick and straightforward video…
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After having witnessed first-hand the damage wrought by lack of planning, San Diego Estate Planning Attorney Rod Hatley is committed to helping people make smooth transitions between generations.
Working with Rod and team on my Living Trust was seamless. They guided me through the process and all my questions were answered. They were… “Tamara M.”