Legacy / Estate Planning
Estate planning usually has several objectives and goals. They include:
- Making sure most of the estate is transferred to your beneficiaries
- Paying the least amount of taxes on your estate
- Assigning guardians for minor children, if any
We work with great estate planning attorneys to ensure that your most precious things on life – your family is taken care of according to your wishes. We accomplish this with careful planning and execution of the financial tools available.
1585 E. 17th Street
Santa Ana, CA 92705