Estate & Legacy

Are my legal documents up to date?

If you don't implement effective legal documents that are up to date, then all of your retirement planning you have done could go to waste. Estate and legacy planning can be one of the most critical steps in your retirement plan. We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

How do revocable living trusts work?

A revocable living trust avoids the probate system and allows assets from an estate to be passed onto the heirs without governement involvement. Through a revocable living trust, you can dictate how your assets can be passed to children or other beneficiaries.

What are some additional benefits of having a trust?

By having a trust, your estate can remain private. No one knows the estate assets other than those who are beneficiaries, along with the trustee(s) of the trust. A properly funded trust stays out of the probate process and as such, it does not become part of the public record.

Avoiding Probate
Tax Exemption

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Do You Need Help With Your Estate Planning?

We are happy to work together with you and a qualified estate planning attorney to help you learn more about estate planning and ensure they work in concert with your overall financial strategy.

Call Now: 949.859.8900



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