Estate Planning Done Professionally
Setting up an Estate can be a complicated endeavor, and it can result in needless costs if someone is not familiar with Estate Planning. Our Estate Planners are some of the best professionals in the Los Angeles and Glendale area!
• Setting up living wills and trust funds
• Lifetime Family Wealth Transfers
• Securing business relationships and family partnerships
Estate Planning involves all endeavors of finance, such as: probate courts, state taxes, IRA’s, annuities, eligibility of heirs, burial or cremation costs, health care payments, and life insurance to name only a few concerns. Though the subject of death might be uncomfortable to some, it is very importance that it be addressed while a person is still alive to save your family and beneficiaries their time and heartache after your passing.
Every estate is different, and it is important to seek personal attention so as to get to know you, and your unique set of variables, before proceeding in planning your estate. We can help guide you via discussion and research platforms so that your estate planning is worry-free and your estate runs smoothly. We also will be available for changes if anything should occur, we will be there through the whole process with you step by step.
Our Services Include:
Estate Planning shouldn’t have to be a hassle. We can help you in this regard! Our highly qualified professionals are some of the best in Los Angeles and Glendale. We can find the best Estate Planner for you in setting up an estate. For a FREE Consultation, please send us your information below!
• Clearly defined estate planning goals
• A well formulated estate planning team including law experts, and financial and tax experts
• Evaluating your current situation so as to offer you a myriad of planning options to choose from
• Prepare and organize your estate documents, such as: trusts, wills, health care, and power of attorney
• Minimize the problems and expenses that come with probate
• Pay the fewest in taxes at the time of your death
• In the event of incapacitation, we will help you arrange for the management of your estate
• Draft a methodical plan tailored for you personally that will run your affairs smoothly after death
• Pass on your assets to your chosen heirs in any way you think best
• Organize and implement the liquidation of assets in order to cover taxes and other costs
• Allocating funds to charities
• Preparation for trust tax and estate tax issues
• Alter your plan at any time
“Every mountain top is within reach if you just keep climbing.”
Estate Planning shouldn’t have to be a hassle. We can help you in this regard! Our highly qualified professionals are some of the best in Los Angeles and Glendale. We can find the best Estate Planner for you in setting up an estate. For a FREE Consultation, please send us your information.