Why Ruiz Law
Your will, trust, account ownership, and beneficiary designations need to work together. I review how your assets are held and how they would pass, then prepare documents that reflect your intentions.
My background as an attorney and CPA helps me assess the tax and financial consequences of those choices, including decisions involving business interests and assets left to family members.
Before starting Ruiz Law, I built a two-decade career in tax, finance, and law. I started in public accounting at PwC, went on to lead global tax for a software company, and served as general counsel of a publicly traded company.