This month we are excited to spotlight our community partner Pantea Ilbeigi, Esq founder of Palm Desert Law Group. After spending four years as a senior associate at the Law Office of David Philipson in beautiful Big Bear Lake, California, she decided to move to the Desert to offer high quality business, employment, real estate, and estate planning services to residents of the Coachella Valley.
Palm Desert Law Group has officially been designated by the Family Wealth Planning Institute as a Family Business Lawyer® law firm. Meaning they can help you make the smartest legal and financial decisions throughout your lifetime and ensure that your family will always have somewhere to turn if, and when, you can no longer be there.
As a Family Business Lawyer® law firm, they are committed to making sure the plan you create will keep up with all of life’s little changes (and big ones too!) and will continue to work when your family needs it. This is far different from most lawyers and law firms who practice estate planning and focus just on creating documents that are often out of date within a short time after signing them.
During a Family Wealth Planning Session, they will look at what would happen to everything you have, and everyone you love, should anything happen to you, whether you already have a plan in place or not. And, most importantly, they will design a plan to ensure everything will go the way you want, no matter what.
After the Family Wealth Planning Session, there is no obligation at all to work with her, and whether you work together long-term or not, the Family Wealth Planning Session will get you more organized than you’ve ever been financially and will give you peace of mind, knowing exactly what you can do to ensure your loved ones don’t have to clean up your mess. Here in the Desert, Ms. Ilbeigi prides herself on offering exceptional service to her clients!
For more information or to schedule your Family Wealth Planning Session with Pantea Ilbeigi, simply call the Palm Desert Law Group at (760) 674-7175 or Email: info@PalmDesertLawGroup.com and mention this newsletter to get on her calendar.