Most Recommended Estate Planning Experts

I am a business attorney focused on working with Dentists, DSO's, Physicians, Entrepreneurs, and Small Business Owners. I founded Odgers Law Group in 2013 in Del Mar, California, and have since opened up offices in Poway, Mission Valley, and Los Angeles. My firm, Odgers Law Group, helps professionals and business owners in each step of their business life cycle: Formation, Growing, Protecting, and Exiting and plans for wealth preservation and transfer through comprehensive trust based estate planning.

Jeff Burr has been recognized as one of the top tax and estate planning attorneys in Southern Nevada and has been practicing for over 40 years. Through his years of community service and continual hard work, his personal client list contains many of the most prominent families in southern Nevada. Under Jeff's leadership, the firm has received the highest and most prestigious AV rating from Martindale Hubbell. Jeff's community involvement includes having been elected to the Clark County School Board and serving on boards such as the Boys and Girls Clubs of Southern Nevada, KLVX Planned Giving, St. Rose Dominican Foundation, Nevada State College, The Giving Tree, LDS Philanthropies and others. Jeff has been named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America.

Practicing attorney focusing on estate planning

My practice focuses on federal and state tax preparation, tax case resolution, and estate planning. I have been helping Utahans with tax issues since 2012.I also work as a tax subject matter expert for Canopy, Inc. Canopy provides best-in-class tax resolution and practice management software. Head to www.canopytax.com to request a free demo!

Over 2 decades in the practice of law.

Lauren A. Klein, a Florida native, focuses her practice on estate planning and elder law. Lauren holds both an LL.M. in Taxation from the University of Florida Levin College of Law and a Doctor of Law (J.D.) from St. Thomas University School of Law, where she graduated with honors. Lauren is licensed to practice law in the state of Florida and is a member of the Tax Section and Real Property, Probate and Trust Section of the Florida Bar, and an ACTEC Florida Fellow.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I lead the team at LeverageRx. We're a technology-focused personal insurance company focused on helping medical professionals nationwide win with their finances. We currently insure thousands of doctors and their families with disability insurance, life insurance and home & auto insurance. LeverageRx Insurance Services is a nationwide brokerage offering disability, life, home, auto and umbrella insurance to medical professionals. We also support financial planners and advisors with insurance planning for their medical clients.

Real estate investor with a background in technology, specifically commercial real estate and fintech.Currently focused on acquisition of existing self storage facilities as well as putting together new development projects.

Keith Morris, is your Texas Probate Attorney and Co-Host of the Before You Go Podcast with Stacy Kelly. Keith Morris is an experienced litigation attorney whose practice focuses on fiduciary and civil litigation, with an emphasis on estate, trusts and guardianship matters. He also has the privilege of representing athletes, musicians and other talent in negotiating and securing contracts. Keith has been repeatedly selected to be named as a Texas Super Lawyer by Texas Monthly and frequently speaks and writes on Estate, Trust and Guardianship topics, Sports and Entertainment Law and Jury Selection and Trial Strategy.