Planning for the disposition of your estate can be a difficult conversation. However, making sure you have properly provided for loved ones is a priority for many of our clients. We work with individuals to explain the estate planning process and assist with multi-generational wealth transfer. We can help you to review your current documents to ensure they are up to date with the most current tax laws or help you create a strategy that will efficiently address your specific estate planning needs.
We can help clients:
Understand how to avoid probate and how to ensure the privacy of your estate
Reduce/ eliminate estate taxes
Provide for your heirs
Help with gifting to family members or charities
Protect your assets from creditors
Plan for healthcare needs in the event of incapacity
Understand and Identify the appropriate trusts for your needs
Grantor retained income trust (GRIT)/ Grantor retained annuity trust
Qualified Domestic Trust (QDOT)- for non-citizen spouses
Special Needs Trust
Together we can create a strategy tailored to your wishes and needs. While we do not give specific tax advice or draft legal documents we will work with your other professionals to ensure a comprehensive estate plan is in place. Estate planning can help you reduce stress, time and money spent when addressing your estate needs early.
3556 Beverly Ridge Drive Sherman Oaks, Ca 91423 (424) 209-2257