Legacy Planning

Are my legal documents up to date?

Legacy planning is an important part of a 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 can an estate planning attorney help?

The can offer help with trusts, wills, etc. to help meet your estate planning needs. We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.

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 Legacy 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.

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949.859.8900

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