As you may know, our Founder, Robin Goltsman has transitioned into a well-deserved retirement. As her successor, I would like to formally introduce myself.
My name is J.R. Mills, and I live in Orange County with my wife and 5-year-old “Lego-Maniac” son. After earning my M.B.A. in 2005, I focused my expertise on estate planning. After knowing Robin (and her family) for over 25 years, we crossed paths again, a few years ago. Robin had already begun to ponder her retirement and was beginning to look for her replacement. It didn’t take long for us to realize that we would be a perfect fit for each other and Robin immediately recruited me to take over for her.
After 30 years, Robin has realized what was truly most valuable to her clients. First, free lifetime amendments give everyone the peace of mind that they are able to express their wishes as things change throughout their lives.
Secondly, and probably most valuable, is the ongoing assistance to your children. Consequently, it is a privilege for me to take care of you, your children, and beneficiaries. The best way to do that is through a rock-solid estate and retirement plan. After all, what good are your assets if your loved ones have to go through agony to get them? Then, once they do obtain control of the estate, what is the next step? Did they accidentally cause a potential tax implication because they cashed/sold assets that they shouldn’t have? What are the kids supposed to do with your IRA’s and retirement accounts? Do your children know how to retain the same property tax basis as their parents?
If and when something happens or changes regarding any individual in your estate plan do not hesitate to pick up the phone immediately. It is always a pleasure to help you.