R. Douglas Cobb, RFC in his capacity as an Investment Advisor and Paralegal, has assisted in the preparation of thousands of estate plans and trusts since 1979. Mr. Cobb is NOT an attorney and is therefore not licensed to practice law. All legal documents are prepared by an attorney thoroughly skilled in the preparation of Living Trusts and who limits his practice to estate planning.

Regularly speaking before public, business and professional groups, Doug has taught thousands of individuals on how to avoid probate and conservatorships, how to reduce or eliminate death taxes and how a Living Trust may be a very simple solution to a complex Probate system. Doug has the ability to convey this sometimes confusing topic in a very clear, concise and entertaining way.

Mr. Cobb is the founder of the Cobb Planning Group, a Registered Investment Advisor and holds the Registered Financial Counselor (RFC) designation. He is also licensed in California for Insurance (License #0576919) and is a Notary Public. As an Investment Advisor, Doug helps retirees and pre-retirees learn about investing properly, preserving their assets and increasing their income. Doug has been married to his wife Paula, since 1974, has two children, Ryan and Rebecca and resides in Yorba Linda, California.

Attorneys

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Richard O. Barndt Attorney at Law Master's Degree in Tax Law

Mr. Barndt's training and experience has been primarily in the area of Tax and Estate Planning. He received his Master’s degree in Taxation from the University of San Diego and received his Juris Doctorate degree from The Thomas M. Cooley Law School in Lansing, Michigan, where he served as a member of the Cooley Law Review. Mr. Barndt also earned a Bachelors Degree in Electrical Engineering from The Pennsylvania State University and thereafter practiced as an Electrical Engineer for three years before attending law school. 

Mr. Barndt divides his time between two law offices, one in the City of Orange and one in San Diego. As an attorney, he has prepared many estate plans for clients in the Southern California area. He services all areas of the estate planning field including Wills, Revocable Living Trusts, Irrevocable Trusts, and yes, even PROBATE! Though the purpose of his practice is to minimize the burden and cost associated with the passing of title at death, he will also assist those who have relatives who have failed to plan or who did not plan wisely.

Mr. Barndt has been admitted to practice in the State of California, the United States Tax Court, the United States District Court for the Eastern District of California, and the United States Court of Appeals for the Ninth Circuit. Mr. Barndt is also a Notary Public and holds a California Insurance license as well as his securities license.

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