Jump To Navigation
Don't see what you're looking for? Search our site:

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.

Contact Our Firm

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Disclaimer

© Copyright Law Offices of Peter Holzer. All Rights Reserved. This website includes information about legal issues and are for informational purposes only. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances. You should contact an attorney for advice on specific legal problems. Neither your receipt of information from this website, nor your use of this website to contact our attorneys creates an attorney-client relationship between you and The Law Offices of Peter Holzer. In accordance with IRS requirements, this is to inform you that any information on this website that could be construed as U.S. tax advice is not written or intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed on this website. As a convenience, this website may provide links to third-party websites. Such linked websites are not under the control of The Law Offices of Peter Holzer , and the Law Offices of Peter Holzder takes no responsibility for the accuracy of the contents of such websites.