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What Is Estate Planning?

Estate planning involves protecting and increasing your cash flow. If you own a home, have rental properties, have children, own a business, need to lower your taxes, or have been recently married/divorced, then this applies to you. We have over 30 years' experience in such matters. There is no estate too small or too large for us to handle. If you have a business or rental properties, we can limit your liability and possibly save you money on your insurance costs.

Estate planning also includes asset protection. Especially living in Southern California, where everyone is so sue-happy, everything you own is at risk. If you were to get in a car accident, or if something happened at one of your rental properties, then everything you own could become an asset in a lawsuit. This includes the home you live in and your personal vehicles. Proper estate planning can prevent these lawsuits from attaching to your personal property.

Estate planning also includes reducing the amount you pay in personal income tax, business tax, capital gains tax, estate taxes, or any other taxes. We can make sure that when you die all of your assets go to your intended family members, and not to the government or an unwelcome family member. This will also potentially save your heirs tens of thousands of dollars in probate fees. Finally, estate planning also includes increasing your current wealth and planning your retirement through the use of various tax loopholes and investments.

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