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ronen_private_wealth

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

09/25/2025

As the seasons change, now is a timely moment to pause and consider the plans you have in place for those who matter most.

Whether you're appointing a guardian for the first time or updating a past decision, having a clear legal guardianship plan ensures your children are protected if the unexpected occurs.

Our team is here to help you take this important step with confidence and care. Give us a call today.

09/23/2025

Who would speak for you if you were unable to speak for yourself? A HIPAA authorization allows your chosen health care agent to access vital medical information and make informed decisions on your behalf.

Without it, even close family members may face delays in getting updates or making urgent care decisions. Swipe through to understand how this simple document can strengthen your health care planning ➡️

If you need assistance updating your estate plan, we can help you include the right protections. Give us a call anytime.

09/22/2025

This Rosh Hashanah, we extend our warmest wishes for a season of peace, renewal, and reflection. May the Jewish New Year bring you and your loved ones hope, joy, and meaningful connections in the days ahead.

Our team is grateful for the opportunity to celebrate new beginnings with our community. L’shana tova!

09/19/2025

Welcoming a new child into your family in 2025? Becoming a parent is a life-changing moment, and it is also an important time to update your legal documents to reflect your growing responsibilities.

Key updates include:

✔️Add your child to your will and estate planning documents.
✔️Designate legal guardians to care for your child should anything happen to you.
✔️Update beneficiary designations on life insurance policies and financial accounts.
✔️Ensure your child is added to your health insurance plan.

Preparing now helps protect your child’s future. Give us a call with questions — we are here to help!

09/17/2025

Think prenups are the only option to protect married individuals in the case of divorce? Think again. Postnuptial agreements are legal contracts that married couples can create after saying "I do," designed to outline how finances, property, or debts would be handled in the event of divorce. Some couples use them to protect an inheritance, define business ownership, or simply clarify financial expectations.

Swipe through to learn what postnups do, what they don’t, and when they might make sense ➡️

Are you curious whether a postnup could be helpful in your situation? Give us a call. We’re here to walk you through it.

09/15/2025

A will outlines your legal wishes, but a letter of instruction brings clarity, context, and guidance to those left behind.

Though not legally binding, this informal document can detail funeral preferences, list key contacts, share digital account information, and minimize confusion among loved ones. It’s a simple yet powerful way to ease the estate administration process and help ensure your wishes are followed with care.

If you have questions about how to incorporate a letter of instruction into your estate plan, our team is here to assist. Give us a call anytime.

09/12/2025

For small business owners, estate planning is about more than personal assets; it is about ensuring the stability and continuity of the business you have worked hard to build. A well-prepared estate plan can provide clarity for successors, prevent disputes, and reduce financial uncertainty.

Swipe through to explore how thoughtful planning can protect both your family and your business ➡️ If you are a business owner without an estate plan, please feel free to contact our office for guidance. We’re here to help protect your legacy.

09/10/2025

Wills and trusts are essential estate planning tools, but they serve different purposes and offer different protections. Whether you're planning for asset distribution, minimizing taxes, or protecting loved ones, knowing how these tools work can help ensure your wishes are honored.

Swipe to learn the key differences between wills and trusts and when it makes sense to use one or both ↩️

Need help navigating your estate plan? Our team is here to guide you through it with care and clarity.

09/09/2025

Considering adding a partner to your business? Before making this significant move, it's important to establish clear legal agreements. These should define roles, responsibilities, profit-sharing, and procedures for resolving disputes or exiting the partnership.

Swipe to learn more about the essential legal steps to protect your business interests ➡️

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

09/05/2025

Caring for your kids and your parents? You’re not alone, and estate planning can play a powerful role in helping you support both generations. Swipe for an overview ↩️

Have questions or need guidance? We’re here to help make the process clear and more manageable so you can feel confident about the future, no matter how much you're juggling today.

08/29/2025

The Labor Day holiday feels like the perfect opportunity to pause and appreciate how far we’ve come as a company. In doing so, we recognize that our success would not be possible without our wonderful community of clients and colleagues. Thank you for being a part of our journey!

Please note: Our office will be closed on Monday, September 1st, in observance of the holiday. We’ll be back and ready to connect on Tuesday.

Wishing you a restful and enjoyable holiday!

08/20/2025

What happens to your child if something happens to you? It’s not an easy topic to think about, but it’s one of the most important decisions for parents to make.

Understanding how guardianship, custody, and custodianship work can help families make informed decisions and prepare for the unexpected. Swipe for a few key considerations ↩️

Preparing for the “what-ifs” isn’t easy, but it’s one of the most powerful ways to protect your child. If you need assistance or have questions about estate planning, give our office a call. We are here to help.

Address

Beverly Hills, CA
90210

Telephone

+13233795079

Website

http://www.ronenprivatewealth.com/

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