Our Mission is to help families, business owners, and real estate investors plan their estates, protect their assets and privacy, and secure their dreams.  The client's best insterests -- peace of mind -- is paramount.


OUR VALUES STATEMENT

We accomplish our Mission by listening carefully, maintaining excellent client communications (such as by returning all phone calls the same day or, at the latest, within 24 business hours), giving accurate, frank and practical advice, and, when it is time to do so, acting promptly!


HISTORY OF THE FIRM

After being associated with a well-known and respected estate planning firm in Pasadena, California, for many years, JoAnn Jackson Kalama, Esq. established the Firm in 1999.  Mrs. Kalama has been an estate planning attorney for over fifteen years, and enjoys the Martindale-Hubbell® peer review ranking of AV -- which means that Mrs. Kalama's legal ability is "very high to preeminent" in her field of estate planning (the "A"), and that she adheres to "very high" professional standards of conduct and ethics, reliability, diligence and other criteria relevant to the discharge of professional responsibilities (the "V").