The estate planning process involves consideration of a wide range of legal, financial, emotional, and logistical issues. Even those who have previously executed a will or living trust may be positioned for an unexpected adverse result. During your lifetime an effective estate plan will utilize techniques to help minimize taxes and, through such tax savings, more easily achieve your financial goals. After your death estate planning helps minimize taxes, expenses and delays in connection with the transfer of your estate, as well as provide structure and control for the timing of transfer. A properly designed estate plan will analyze liquidity to ensure that adequate cash is available to pay taxes, debts and expenses.
Estate planning is a lifelong process . . .
Our approach to estate planning focuses on active participation in our clients' needs, intentions and expectations, emphasizing the critical necessity for advance planning to meet personal, family and business objectives. 11601 Wilshire Blvd.