No matter what your most urgent need is, the team at Bohm Wildish & Matsen, LLP has the experience and expertise to tackle the most challenging problems you face in managing your wealth. Whether you are kept awake at night by worries about creditors and predators who might try to attack your assets, or you need help making sure your business succession plan is as tax-efficient as possible, or you wish to reduce taxes by redirecting your tax dollars to charity, Bohm Wildish & Matsen, LLP provides you with nationally recognized attorneys who know the ins and outs of each critical component.
Combining practice area expertise with the wisdom of over 45 years of experience between the partners, James & Jeff makes Bohm Wildish & Matsen, LLP uniquely qualified for generating integrated and comprehensive wealth management strategies, without giving up the focused attention and skill you need in any one specific area. Bohm Wildish & Matsen, LLP uses creativity and wisdom to combine strategies that address your most urgent needs for protection, efficiency, and relationally-oriented wealth transfer (pass on values before passing on value),while never losing sight of the big-picture-fact that most of these strategies work best when they are wisely used in combination with each other. There is a reason US News ranked Bohm Wildish & Matsen, LLP as a Top Law Firm in Orange County for 2014.
To find out more about how we can meet your needs, go to https://www.bohmwildish.com or call us today to set up an appointment: 714-384-6300.