LEGACY / ESTATE PLANNING

Estate Planning involves making plans for the transfer of your estate after death. Your estate is all the property that you own. It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts, etc.

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.

Location

1585 E. 17th Street
Santa Ana, CA 92705

Connect

Phone: 800.927.3566

Fax: 714.547.8080

info@levinis.com