3940 E Gilman Street, Long Beach, CA 90815

Estate Planning Services

We offer estate planning services that focus on allaying your concerns and implementing your wishes. Our estate planning experts begin by making sure that they are fully apprised of your unique situation and intentions.
A well-thought out estate strategy is essential for the complication-free transfer of your assets to your beneficiaries or your business to your successors.We work with you to put plans in place that preemptively deal with future complications and effectively protect your beneficiaries from unexpected taxes on the transfer of your assets and business.
Protect the financial futures of your loved ones and ensure the safe succession of ownership in your business, with tax planning strategies that are carefully customized to match your wishes and meet your needs.

Areas We Can Assist You In Include: 

  • Clarifying goals regarding your estate 
  • Analyzing and selecting the best possible estate planning options  
  • Completely preparing all estate-related documents such as: current will ,power of attorney, trusts & health care
  • Minimizing probate problems and expenses 
  • Decreasing taxes so you can pass on more of your wealth to your loved ones
  • Formulating strategies for the management of your estate in the case of incapacitation 
  • Creating a detailed plan for estate management after death 
  • Ensuring that your assets are transferred to your beneficiaries in strict accordance with your wishes 

We work to eliminate the stress, hassles and worries that come with estate planning, providing you with complete confidence and assuring you a sound plan that can withstand all circumstances. 

Contact us today to learn more about our professional estate