ronen_private_wealth

Home
United States
Beverly Hills, CA
ronen_private_wealth

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

11/13/2025

Naming a business is an exciting step, but it can come with unexpected legal hurdles, especially if a similar name exists in another state or is already trademarked. It’s worth taking the time to protect your brand from day one.

Swipe through to learn what to consider before you commit to a business name ↩️ If you’re feeling unsure or want peace of mind, our team is here to help guide you through the process. Just give us a call.

11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

11/10/2025

The Thanksgiving season reminds us to express gratitude, but it’s also the perfect time to show it through action.

One of the most impactful ways to care for your loved ones is by having a solid estate plan in place. It not only ensures your wishes are honored, but also offers peace of mind for those you care about most.

An estate plan may include:

✅ A will to guide asset distribution and name guardians
✅ A revocable living trust to avoid probate
✅ Financial and health care powers of attorney
✅ A living will for end-of-life preferences
✅ Beneficiary designations

If you haven’t reviewed your plan lately or haven’t started, there’s no better time than now. Your future self (and your family) will thank you.

11/05/2025

Is a verbal agreement really enough? While many people believe a handshake or spoken promise will hold up in court, the reality is more complicated. Verbal contracts can be legally binding, but proving them in court is no easy task.

Swipe through to learn what makes a verbal agreement valid, when it does not count, and why putting it in writing is often the safer choice ➡️

Have questions about your contract or agreement? Our legal team is here to help ensure your rights are protected. Give us a call today.

10/31/2025

This Halloween, our team just wanted to share a little festive cheer with our clients: It’s truly 🍬 a treat 🍬 to work with you!

Whether you're carving pumpkins, dressing up, or enjoying time with friends, we hope your Halloween is full of fun — and free of tricks.

Stay safe and have a spook-tacular celebration!

10/28/2025

Generation-skipping trusts (GSTs) are a strategic way to secure your family's financial future. Swipe through to discover how GSTs can help preserve wealth across generations by minimizing estate taxes and protecting assets.

Have questions? Contact us today to learn more about incorporating GSTs into your estate planning strategy.

10/22/2025

If your estate plan includes foreign property or beneficiaries living abroad, it is essential to address cross-border legal and tax considerations. Factors such as differing inheritance laws, potential double taxation, and varying residency requirements can complicate asset distribution.

Proper planning ensures your wishes are honored and minimizes legal complications. Swipe to learn more ➡️

Have questions or require legal guidance? We are here to help. Give us a call anytime.

10/20/2025

This season presents a great opportunity to revisit any legal matters you’ve been meaning to address or conduct a quick year-end review! If you'd like to connect before the holiday rush sets in, we’d be happy to schedule a time to talk through what’s on your mind.

Wishing you a productive and peaceful fall season. We’re here if you need anything.

10/14/2025

Estate planning is not just about documents; it is also about dialogue. Communicating your intentions with your family can prevent confusion, reduce conflict, and make the administration process more efficient. It ensures your wishes are clearly understood and respected.

Swipe to learn more ➡️

If you are preparing your estate plan or want help navigating these conversations, give us a call. We are here to help.

10/09/2025

Not everything that holds value is listed on a bank statement or investment portfolio. While your estate plan may cover financial accounts like IRAs, 401(k)s, or annuities, it’s just as important to consider the sentimental items — things like family heirlooms, handwritten letters, photo albums, and recipe books.

Swipe to learn more ➡️ Need support updating or creating your estate plan? Give us a call for guidance on protecting what matters most.

10/07/2025

Choosing the appropriate legal structure is a critical decision for any growing business. Each option (LLC, S-Corp, and C-Corp) offers distinct advantages and considerations related to taxes, liability, and growth potential. Understanding these differences is essential in order to align your business structure with your long-term goals.

Swipe to learn more ➡️ Have questions or require legal guidance? We are here to help. Give us a call anytime.

10/03/2025

October is National Estate Planning Month, an ideal time to take a step back and ensure your estate plan is still aligned with your goals and your life.

We’re sharing six key moments when you should consider revisiting your estate plan. Whether you’ve experienced a major life event or just want peace of mind, a review every three to five years is essential to keeping your wishes protected.

Swipe through to learn ➡️ Give us a call if you need guidance on updating your plan. We're here to help secure your legacy.

Address

Beverly Hills, CA
90210

Telephone

+13233795079

Website

http://www.ronenprivatewealth.com/

Alerts

Be the first to know and let us send you an email when ronen_private_wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to ronen_private_wealth:

Shortcuts

Want your practice to be the top-listed Clinic in Beverly Hills?