Purposeful Estate Planning
Curtis Kaiser brings us "Purposeful Estate Planning"
About Curtis Kaiser
Drawing on his focused and ongoing estate planning training as well as personal empathy, Curtis Kaiser works with our clients and their trusted advisors to create and evolve estate plans that help to minimize taxes, costs, and complications, while maximizing simplicity, ease of implementation, and family harmony. Kaiser Law Group’s Legacy Program is perpetually adaptable to serve the client’s needs and life circumstances.
Beginning his career as a litigator with Morrison & Foerster in Orange County 25 years ago, Curtis transitioned to estate planning over 15 years ago and became a Board-Certified Estate Planning Specialist. This commitment to specialization led him to develop what he calls “Purposeful Planning for the Multi-Millionaire Next Door®.” This is a client-centered model that focuses on sensible financial decisions to accumulate and sustain family wealth in all of its forms, across generations.
