We guide our clients on the use different types of trusts, wills, durable powers of attorney, health care directives, HIPAA Authorization Forms, charitable gifts in trust, the creation
of charitable foundations, and other estate planning techniques such as ILITs or GRATs to preserve, protect, and transfer wealth to future generations, to achieve philanthropic goals, or to meet other objectives.
Additionally, we guide our clients in the administration and use of
closely-held business interests to maximize their
benefits for family members.
To learn more about Estate Planning strategies, please review the Questions & Answers + Articles on my website. To schedule a consultation and discuss pricing, please contact us at (949) 375-5541 or email us at email@example.com.