Trust and Estate Planning Services

estate planning services

Most people don’t look forward to estate planning but it is essential to helping you and your loved one are taken care of now and in the future. Estate plans vary from person to person so, when you enlist our help, our aim is to design the right plan for you. First, our advisors learn all we can about your desires, time frame, and financial situation. Then we work with you to build a plan that's a true reflection of your goals. We'll design a plan to protect your assets when you are no longer able to make sound financial decisions and will leverage tax strategies to help reduce taxes for your beneficiaries. We'll also put plans are in place to transfer funds to your beneficiaries in an organized and timely manner when you pass.

Our advisors are deeply invested in upholding the fiscal interests of our clients and their families. We'll help you become more confident that your family are taken care of the way you envision now and in the future. Contact us at 949-752-1120 now or request you free consultation through our website now so we can arrange a time to talk.

Estate Planning Services

  • Estate planning for individuals
  • Trust and estate tax planning
  • Estate tax return preparation
  • Gift tax return preparation
  • Business succession planning
  • Post-mortem planning
  • Review of wills, trusts, and other estate planning documents
  • Asset protection strategies
  • Wealth transfer planning for families
  • Charitable gifting
  • Philanthropic tax planning strategies