Kevin J. Moore, a seasoned attorney and a third-generation Pasadenean, founded KJMLAW Partners in 1992 to invest in his hometown. The firm specializes in estate planning, trusts, probate, domestic/international business transactions, and tax services. With a strong court record, KJMLAW offers personalized financial attention. Kevin holds a Master of Laws (LL.M.) degree in International Taxation and Business from McGeorge School of Law in Sacramento, a Juris Doctor degree from Western State University in Fullerton, California, and a Business Administration degree in Accounting from San Diego State University, School of Accountancy. He frequently serves as a guest speaker/guest lecturer for investment advisors and their clients and often speaks on estate planning and business taxation, while supporting local sports teams and community initiatives.

Listen to this informative Legacy Leaders episode with Kevin Moore about the Importance of Estate Planning, Avoiding Probate and the Use of Trusts, Estate Tax Returns and Exemptions, Legal Concepts in Estate Tax Returns, and Ideal Clients and Services.

Here is what to expect on this week’s show:

●    Grasp the central role of estate planning and how eviction from probate can become your secret winner

●    Break down the laborious process of estate tax returns and spotlight the invaluable role of a specialist

●    Learn the secrets of launching and growing a prosperous law firm

●    Debunk prevailing myths on revocable living trusts and real asset protection

●    Appreciate the joy of giving back through community events

Connect with Kevin Moore:

Website: https://www.kjmlaw.com/

LinkedIn: https://www.linkedin.com/in/kevin-moore-67ba9268/

Twitter: https://twitter.com/KJMlawyers

Email: [email protected]

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: [email protected]

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