Pilgrim on the 405

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Entries from January 2018

Brooks Travis, Estate Planning

January 29th, 2018 · Comments

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1a95b7b.jpgOur firm is dedicated to providing you with quality estate planning resources, so you can become familiar with your existing options. When you visit or call our office, we want you to feel comfortable discussing such important issues concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

If you have a well-drafted estate plan in place, you'll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you've chosen. You can protect your children from others who want to take your hard earned inherited assets away from your child. You can rest assured that your family won't have to endure the public process and costly matter of probate. You can minimize the amount that the government will take via death taxes when you and your spouse pass. 

Because we are members of the American Academy of Estate Planning Attorneys our training will give you access to some of the latest knowledge about the law and the latest changes in the law that can effect you positively or negatively. But knowledge is king and you need to be aware of the many options that exist in estate planning by choosing your attorney wisely. 

Our firm has been chosen to be a "Five Star" Estate Planning Attorney for four out of the last five years by Orange Coast Magazine so we are recognized as one of the best at what we do in the Orange County region. 

That is why The Law Offices of H. Brooks Travis, P.C. offers this wealth of free information and free initial estate plan creation consultations. Read our Estate Planning articles. We want you to feel confident about the choices you make—let us be your guide on the path toward preserving your family's future.

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Bob Marsh - The File Depot

January 26th, 2018 · Comments

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Bob Marsh was born and raised in Seal Beach, CA.  After two years at the University of Wisconsin-Madison, he came home and earned his Bachelor’s and Master’s Degrees from Pepperdine University.  He spent eighteen years in the financial industry, the last twelve as a mortgage broker and President of Endeavor Mortgage Group in Huntington Beach.

 

In 2015 Bob decided to make a career change.  After looking at numerous franchises, he found The File Depot.  It provided the type of business model he was looking for – a needed service, a value-add to any type of company and a market that would appreciate honesty, integrity and the best customer service.

 

Bob opened the first franchise of The File Depot in Southern California – with a territory that spans from South Orange County to Los Angeles.  

 

Bob has been happily married to his wife Amy for over eleven years and they have a nine-year-old son Michael.  They live in Seal Beach – the place where Bob grew up and Amy always wanted to live.  When he’s not working, Bob enjoys spending time with his family, coaching his son’s flag football team, hiking with his dog and everything related to ice hockey.

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Jim Jelinek, EOS

January 26th, 2018 · Comments

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AAEAAQAAAAAAAAywAAAAJGVhZDdmZDBiLTNhZTctNGQ3Ni1iZTQ0LWE1ZTA5MGUzMTliZg.jpg I am an accomplished former CEO with a passion for helping chief executives develop their leadership skills and advance their businesses to the next level. I facilitate groups of Business Owners, Presidents and Chief Executives who are members of Vistage, the world's leading Chief Executive Organization. As a Vistage Chair, I act as a mentor and coach to CEO's and business owners who out-perform their competition.

I previously served as the CEO and President of Flo-Tork, Inc. a manufacturer of critical service motion control product, and I was also the Chairman of the Valve Manufacturers Association of American. I am the co-author of the book “Quick Changeover Simplified.”

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