About Caring Planner
Guardians of Your Legacy
Explore a new era in estate planning with Caring Planner—a team dedicated to safeguarding your present and future. Our seamless blend of legal precision and genuine compassion ensures peace of mind for you and your loved ones. Trust us for simplified estate settlement, tailored asset protection, and compassionate Estate Administration—where expertise and empathy converge for your utmost confidence.
Our Focus
Our primary focus is on protecting our clients and their estates, both during their lives and years after. At Caring Planner, our paramount commitment revolves around safeguarding our clients and their estates throughout the various phases of life and well into the future. With an unwavering dedication to excellence, we prioritize the comprehensive protection of our clients, not only during their active years but also in the legacy they leave behind. Our seasoned team understands the intricacies of estate planning, ensuring that every aspect is meticulously addressed to provide a sense of security and assurance. By blending experience with empathy, we navigate the complexities of estate planning, offering a personalized approach that transcends the conventional, guaranteeing peace of mind for our clients and their loved ones
Caring Planner: Nurturing Your Legacy
At Caring Planner, we redefine estate planning as a profound and seamless journey, merging legal expertise with genuine compassion. Our commitment revolves around recognizing that this intricate process isn’t just a legal necessity; it’s a heartfelt concern for the well-being of your family, friends, and business associates, extending into the legacy you leave behind.
Our Expertise: Navigating Complexity with Care
Led by seasoned legal professionals, our firm specializes in high-net-worth cases, offering a wealth of experience and a keen understanding of the ever-evolving legal landscape. Whether safeguarding your family’s future, securing business interests, or ensuring a smooth transition of assets, our personalized approach transcends conventional practices, guaranteeing peace of mind for you and your loved ones.
Legacy of Trust: Confidentiality and Transparency
Built on a foundation of trust and confidentiality, Caring Planner prioritizes your peace of mind. Our commitment to transparency ensures that you are not just heard but deeply understood at every stage of the estate planning journey. It’s about building trust that extends beyond legal counsel—trust for generations to come.
Phil R. Goldberg: Esq.
Planning with Compassion
Philip R. Goldberg, admitted in Arizona, California, Florida, Illinois, and Tennessee, brings a caring approach to estate planning from his more than 30 years of experience as an estate planner. Goldberg understands and explains the issues involved in planning and often helps his clients find an approach that simplifies the process and makes it more comfortable through his recognition that estate planning is fundamentally done for the people his clients love.
A cum laude graduate and former staff editor of the University of Illinois – Chicago – Law Review, Mr. Goldberg’s empathy stems from recognizing his clients’ struggles with issues of fairness, complexity, and economics. In addition to his knowledge of estate planning, Mr. Goldberg brings experience in a wide range of asset protection mechanisms which can help assure that his clients assets remain available despite creditors and other third-party claims.
Mr. Goldberg’s extensive legal journey includes roles as a sole practitioner, focusing on personal and business law matters, and serving as general counsel for various companies. His multifaceted experience has equipped him with a broad understanding of the legal field, allowing him to approach estate planning with a comprehensive perspective. At Caring Planner, Mr. Goldberg’s commitment extends beyond the mere drafting of Wills and Trusts; it embodies a dedication to crafting legacies that reflect the unique aspirations of each client. His nuanced approach, combining legal acumen with a genuine understanding of individual struggles, defines Caring Planner’s ethos of comprehensive and compassionate estate planning.