WEALTH STRATEGIES COLLABORATIVE

 

Estate planning laws are constantly in flux, are you up to date on:

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Practice Areas:

Estate Planning

Business Planning

Estate Administration

Welcome! 

Lori Adasiewicz helps business owners, real estate owners and families with taxable estates resolve messes, transitions, protection or complex tax issues to achieve their goals. These are interesting times in the financial and real estate markets but they also present opportunities to capitalize on tax deductions, asset protection and solution strategies through the firm's planning process. 

Through our process of Review, Design, and Implementation we help you integrate your current situation, and the changing times. The process creates an opportunity for you to consider what is truly important to you – for yourself, your health care, your family, your finances, your business and ultimately the mark you want to leave on this earth.  

An estate plan is the culmination of a process of determining your goals and objectives, analyzing and testing your options, and implementing the best method of achieving your goals. It is in this process that our office can provide you with the greatest value. 

The ultimate outcome of this process is your peace of mind.

Trusted Advisor

Once a plan is implemented, we consider that just the beginning of our relationship. Our clients know that they can call their attorney when questions or new concerns arise, or when life events occur. Our firm will be there to assist you and your loved ones navigate through the legal, financial and practical responsibilities of administering a trust, probate estate or business plan when an incapacity or death occurs. 

We welcome ongoing contact from our clients and a continuing relationship with you and your family is our goal, and the highest compliment that we receive. 

 

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TELEPHONE:

650.475.7995

 

FACSIMILE:

866.428.6272

 

MAIL:

P.O. BOX 623, SAN BRUNO, CA 94066

OFFICE LOCATIONS:

3215 ALAMEDA DE LAS PULGAS, MENLO PARK

1001 BAY HILL DRIVE, SUITE 200, SAN BRUNO

 

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2008 Lori Adasiewicz.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.