Attorney Nicole Y. Newman focuses on guiding her clients through the complicated and often confusing maze of balancing family protection, wealth preservation, and cherished family values in the planning process. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits, and probate In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets.
Nicole's Latest Contributions
Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to […]
Don’t think you need an estate plan? You could be putting your assets at risk. Financial experts Joe Anderson and Alan Clopine break down estate planning to its most basic level. Estate Planning Attorney Nicole Newman discusses the mistakes that many people make when putting together their will and trust. Important Points: (1:15) Financial Focus: […]
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes to avoid. Viewers will learn… How to protect your assets from probate Estate planning help: Wills versus trusts – what should you have? Methods to protect your assets from in-laws, creditors and predators How to shield assets from long-term […]