What is Estate Planning?
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What is Estate planning?
We don’t believe in a one size fits all option. We provide a plan that is customizable to your situation and wishes.
The purpose of an estate plan is to provide for the management and disposal of one's assets throughout their lifetime, as well as after one dies. In this process, you create a plan that details how your assets will be distributed after your death. This plan can include a variety of legal documents, such as a will, trust, power of attorney, and healthcare directive. The main goal of estate planning is to ensure that your assets are distributed according to your wishes, in a manner that is efficient. This will minimize taxes and legal fees.
For those looking into estate planning, this website aims to inform, educate, and facilitate the process. If you feel ready to move forward or would like some more information, please fill out our contact form. We look forward to working with you.
Contact us.
Call us to set up an appointment at (562) 955-5700 or fill out the form below to receive a free and confidential initial consultation.