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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Paradigm Legacy Planning, APC

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United States
Beverly Hills, CA
Paradigm Legacy Planning, APC

Office Hours: By appointment only

Our estate planning services include:

•Revocable and Irrevocable Trusts

•Advance Health Care Directives

•Health care Powers of Attorney

•Estate Tax Planning

•Gift Tax Planning

•Inheritance Planning

•Irrevocable Life Insurance Trusts

•Special Needs Trust

•Pour Over-Wills

•Wills

•Nomination of Guardian of Person

•Nomination of Guardian for Minor Children

•Family Legacy Interview

•Kids

Protection Plan

Our immigration services include:

•Family Based Immigration

•Employment Based Immigration

•Fiancé Visas

•Student Visas

•Visitor’s Visas

•Citizenship and Naturalization

•Consideration for Deferred Action for Childhood Arrivals

07/07/2025

Real-Life Case Study: How Outdated Documents Hurt Families!

Case Example: A client came to us after a family friend passed with a will over 15 years old. Guardians named were no longer alive, and assets had changed completely yet nothing had been updated. Their children faced a lengthy probate process and lost thousands to court costs.

Our Solution: We build plans with ongoing support so your documents evolve with your life protecting your family, not just paperwork.

Have questions about updating your plan? Drop them at https://www.paradigmapc.com/

07/03/2025

DID YOU KNOW?

69% of parents never legally name guardians for their kids, and of the 31% who do, most make one of six common mistakes even when they’ve worked with a lawyer. Without a proper Kids Protection
Plan®, the court can decide who raises your children and who handles their inheritance if something happens to you.

At Paradigm Legacy Planning, we guide you step by step to nominate guardians correctly protecting your children and your wishes.

Learn more about avoiding these critical mistakes at https://www.paradigmapc.com/

08/30/2023

52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you are part of a blended family, you have probably recognized the extra layer of complexity that comes with planning for your family’s needs. To learn how to make things less complex, and to build a proper estate plan for your blended family, read here: https://mailchi.mp/c938d3a533e4/create-a-stronger-blended-family-through-estate-planning

08/23/2023

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be mindful of simple mistakes that can derail your estate plan and leave your family with an expensive mess. And if these mistakes aren’t caught by you while you’re alive and well, your loved ones will be the ones paying the price to resolve them after you’re gone. To learn more, read here: https://mailchi.mp/d55bc8f15ee6/3-simple-mistakes-that-can-derail-your-estate-plan

08/16/2023

A Will alone won’t ensure that you’re taken care of entirely in the event of incapacity, and could set your family up for court after you pass away. If you don’t want to leave your family with a mess if something happens to you, it's important to know how a Will works and when it can be used to benefit you and your family. To learn more, read here: https://mailchi.mp/65dc653c346a/why-just-a-will-is-never-enough

08/09/2023

While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key, but simple steps we can take to create financial and generational wealth. Read this article to learn about Warren Buffet's investment advice:https://mailchi.mp/2fabaafe1758/want-to-grow-wealth-warren-buffets-unexpected-investment-advice

08/02/2023

As your Personal Family Lawyer, I know the value of planning for what happens to your financial assets. But I also know that there is something even more valuable to pass on to your loved ones than money –your stories, lessons, insights, and values. To learn how to be well prepared and hold these memories close to your loved ones' hearts, read here: https://mailchi.mp/3febcc2dd0fd/capturing-the-stories-of-aging-loved-ones-the-power-of-a-family-wealth-legacy-interview

07/26/2023

A living will is the best way to ensure your wishes for life-sustaining measures are respected and your family is not left making difficult decisions on your behalf. We can help you draft a legally sound living will and provide copies to the executor of your will, your loved ones, and your health care providers. To learn more, read here: https://mailchi.mp/3f9bb52d421b/you-have-a-will-how-does-the-administration-of-a-will-work

05/03/2023

When naming your policy’s beneficiaries, an essential component to estate planning, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support. To learn four common mistakes to avoid making, read here: https://mailchi.mp/253f48652a1f/4-common-mistakes-made-on-life-insurance-beneciary-designations

Address

9454 Wilshire Boulevard, Fl 6th
Beverly Hills, CA
90212

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13102761128

Website

http://www.paradigmapc.com/

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