Broker Check

Estate Planning

Once you have a solid financial investment strategy, one of the most critical concerns you should consider involves your estate. Our financial professionals will coordinate with your legal and tax professionals to help establish a comprehensive estate plan that will consider your will, trust, probate issues, ownership of entities and the designation of beneficiaries.

  • We can offer strategies aimed to help minimize estate taxes.
  • Our strategies consider the latest regulations and your goals.
  • We can help your estate efficiently provide for your family and business needs.

We work with clients with large and small estates. The only prerequisite to our Estate Planning services is the desire to provide the maximum benefit to the people about whom you care the most. We have the experience to guide you through an effective process.

Financial professionals do not provide specific tax/legal advice. This information should not be considered as specific tax/legal advice. You should consult your tax/legal advisor regarding your own specific tax/legal situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (650) 573-8525