ronen_private_wealth

ronen_private_wealth Estate Planning Specialists | Trust Administration
We help create & protect your legacy

From startup to scaling, and every challenge in between, we are here to protect your business.Whether you are launching,...
02/19/2026

From startup to scaling, and every challenge in between, we are here to protect your business.

Whether you are launching, growing, or restructuring, we can provide the legal foundation your business needs to thrive.

Give us a call to get started. We are committed to your business’s continued success.

Estate planning isn’t just about passing down assets; it’s also about protecting your wishes while you’re alive. Many pe...
02/17/2026

Estate planning isn’t just about passing down assets; it’s also about protecting your wishes while you’re alive. Many people overlook the importance of planning for incapacity, but the right documents, such as a health care directive and a medical power of attorney, can make all the difference in making sure your wishes are followed in a crisis.

Give us a call today to make sure your plan reflects your wishes for your care. We can also help you get started with your estate plan if you’ve not already made one. We’re here to help protect you.

One of the most common estate planning misconceptions we encounter is that people believe their assets are automatically...
02/12/2026

One of the most common estate planning misconceptions we encounter is that people believe their assets are automatically protected once a trust is created. However, that’s not the case. A trust must be properly funded to be effective, which means that you need to transfer the assets you want to protect into it. Without that step, those assets will likely still go through probate.

If you would like to set up a trust or have questions about an existing trust, we’re here to help. Give us a call, and we can find a time to connect.

When life takes an unexpected turn, do you know who will make decisions for you if you are unable to? That is where a po...
02/09/2026

When life takes an unexpected turn, do you know who will make decisions for you if you are unable to? That is where a power of attorney (POA) comes in. A POA is a legal tool that allows you to appoint someone you trust to act on your behalf. Swipe to learn more.

Choosing the right type of POA ensures your wishes are honored and your affairs are managed in accordance with your values. Call us today to get started.

Marriage is a beautiful new chapter, but it doesn’t only bring big life changes. It can also bring significant legal and...
01/29/2026

Marriage is a beautiful new chapter, but it doesn’t only bring big life changes. It can also bring significant legal and financial changes for couples. That’s why this new chapter is the perfect time to create or update your estate plan.

Without proper planning, state laws — not your wishes — could determine who makes decisions for you or inherits your assets. Remember: Each spouse should have their own will and power of attorney, even if your wishes align.

Give us a call, and we can get started.

This year, don’t just plan for your goals; plan for your loved ones’ future. Estate planning is one of the most meaningf...
01/27/2026

This year, don’t just plan for your goals; plan for your loved ones’ future.

Estate planning is one of the most meaningful resolutions you can make since it can help protect your loved ones and provide them with a path forward during a difficult time.

Swipe through for some key estate planning resolutions to help you start 2026 with confidence.

The start of a new year brings a fresh perspective — making it the perfect time to revisit your power of attorney (POA)....
01/22/2026

The start of a new year brings a fresh perspective — making it the perfect time to revisit your power of attorney (POA).

As a reminder, a POA is a simple legal document that allows someone you trust to make financial decisions on your behalf if you’re unable to.

If your life changed in 2025, whether from marriage, divorce, new family members, or health shifts, you should think about revisiting who you want to handle important matters if you’re unable to.

For assistance starting or reviewing your POA document or other estate planning documents, give us a call. We’re here to help ensure your wishes are protected and your family’s future secured.

While often misunderstood, prenups are powerful legal tools that can help couples enter marriage with clarity, confidenc...
01/20/2026

While often misunderstood, prenups are powerful legal tools that can help couples enter marriage with clarity, confidence, and mutual respect. Swipe through for a few things to consider.

Give us a call today to discover how we can assist you in crafting a prenuptial agreement that safeguards your interests and aligns with your future goals.

Ready to take on 2026 with confidence? From contracts and compliance to handling disputes or guiding growth, we’re here ...
01/16/2026

Ready to take on 2026 with confidence? From contracts and compliance to handling disputes or guiding growth, we’re here to support your business at every stage.

Give us a call today for dedicated legal guidance for your business.

When adoption is part of your story, estate planning can involve unique legal considerations. Having a clear plan ensure...
01/15/2026

When adoption is part of your story, estate planning can involve unique legal considerations. Having a clear plan ensures your wishes are honored and your loved ones are cared for as you intend. Swipe through for what to know.

If you’re welcoming a new child through adoption, we’re here to help you create a plan that provides clarity. Give us a call today.

Are you starting the new year with a new business venture? If you’re forming a limited liability company (LLC) or plan t...
01/08/2026

Are you starting the new year with a new business venture? If you’re forming a limited liability company (LLC) or plan to, setting it up correctly from the beginning can help avoid legal and financial issues down the line. Swipe to learn more.

Let our legal team help you lay a solid foundation for your new business. Give us a call today to get started.

With the arrival of a new year comes an opportunity to reflect on what’s changed in your life and what needs updating. E...
01/07/2026

With the arrival of a new year comes an opportunity to reflect on what’s changed in your life and what needs updating. Estate plans generally need regular updates, but it’s especially important for Americans to review their estate plans this year.

The recent passage of the One Big Beautiful Bill Act (OBBBA) presents a number of estate planning implications that should be considered during an estate plan review. Personal events that are also addressed in this process include:

🔹Marriage, divorce, or the birth of a child
🔹The passing of a loved one named in your will
🔹Significant changes to your finances or assets
🔹Shifts in family relationships or dynamics

Scheduling a review may be the easiest New Year’s resolution you check off this year — and one that will bring real peace of mind.

If you haven’t scheduled a will review yet, give our office a call. We would be glad to help you start the year with confidence.

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Beverly Hills, CA
90210

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