Hatley Law Group, A P.C. is a distinguished estate planning law firm based in San Diego, CA, specializing in creating comprehensive and personalized legacy plans for individuals and families. The firm stands out for its holistic approach, focusing not only on financial wealth but also on protecting intellectual and spiritual legacies to ensure smooth transitions between generations.
Led by experienced attorney Rodney J. Hatley, the firm is committed to helping clients navigate complex estate matters with clarity and confidence. Their philosophy centers on proactive planning to avoid common pitfalls like probate and unexpected taxes, with a particular emphasis on serving diverse life stages and family structures. The firm is a trusted resource, frequently featured in San Diego media for its expertise in estate planning.
Services Offered
- Estate Planning
- Business Succession Planning
- Asset Protection
- Tax Planning
- Estate Tax Planning
- Gift Tax Planning
- Charitable Giving Strategies
- Planning for Life Stages (Single, Married, Divorced, Minor Children, Blended Families, Peak Earning Years, Nearing Retirement, Retirement)
- Business Owners Insurance Guidance
- California Laws and Probate Avoidance
- Medical Planning
- Living Will Preparation
- Health Care Directives
- HIPAA Authorizations
- Trusts
- Trust Administration
- Types of Trusts
- Wills
- DocuBank Enrollment for 24/7 Medical Information Access
The firm serves clients throughout San Diego and focuses on complex scenarios such as estates involving non-citizen spouses and modest estates eligible for simplified procedures. Rodney Hatley is an in-demand expert frequently appearing on local TV and radio, underscoring the firm’s reputation and commitment to community education in estate law.
