Contemporary Retirement Strategies

CONNECT

Address:

3000 East Birch Street, Suite 101
Brea, CA 92821

Phone:

714-528-8823

Fax/Other:

844-714-0562

Estate Planning

Few of us realize the implications and complications of facing the proper distribution of assets at death to our loved ones without the existence of a proper will or trust when facing probate and being assigned, by the courts, to a non-related executor or trustee to administer the distribution of assets to your beneficiaries.

Estate Planning, Living Wills or Living Trusts are essential to everyone, whether wealthy or not, to give the courts directions to the final disposition of your assets, the right actions to take in case of your unplanned disability, to eliminate public access to your personal settlement and to keep your final expenses reasonably low.

By working in conjunction with Estate Attorneys and CPAs, we can formulate the best economical and tax efficient way to assist you or your beneficiaries in properly gift or transfer your assets to your beneficiaries while taking advantage of the tax laws available to you. 

For additional information or to schedule a meeting, do not hesitate to contact me by email or by completing the Contact Form found under the Our Location Tab above. Thank you for your interest.