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Estate Planning
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Estate Planning

Serving All Of Orange County

We understand that most people are not comfortable nor do not want to think about what will happen if they pass away or become incapacitated to make your own financial decisions. People of all ages and economic levels should have an estate plan in place to ensure your finances and estate are taken care of. It’s peace of mind for you and your beneficiaries.


What is Estate Planning?

Estate planning is making plans for the transfer of your estate after death. Your estate is all the property that you own. This includes: cash, jewelry, clothes, cars, houses, land, savings, retirement and saving accounts, etc.

 

Why Should I Care?

Estate Planning ensures the following:

  • Making sure your estate is transferred to your beneficiaries
  • Paying the least amount of taxes on your estate
  • Assigning guardians for minor children (if any)

 

What is our Estate Planning process?

We have over 21+ years of Estate Planning and have created a process that is simple and easy to understand. We do not have any hidden fees or costs. We offer our clients a flat fee.

To get started, just give us a call. It’s that simple!
714-730-7900