Everyone can plan for the future through effective estate planning. Estate planning is tailored to meeting the individual needs of each client based on the issues they face in their particular estate.
Some factors used to consider the appropriate estate plan are the size and extent of the client’s assets, how the assets are currently titled, whether the assets are subject to probate administration through the courts, the individual needs of the intended heirs and Whether you own a whole mountain or have a simple home somewhere, Estate Planning is crucial to your future and the future of your family. We can help with Wills and Trusts, and many other Estate Planning needs.beneficiaries, and whether the size of the estate would subject the client’s estate to federal estate taxes.
Regardless of the size of your estate, a good estate plan provides cost effective, practical benefits while giving clients the peace of mind they need to know they are simplifying the administration of their estate. Proper planning for the administration of the estate can ease the family’s stress following the client’s death.
Call (818) 996-6563 today to set up a consultation to discuss your goals and the work needed to accomplish them.