Broker Check

Estate Planning

What would you like to do for the people and the world that you leave behind? Estate planning is not just about the money, it is also about the legacy. We are very proficient in the strategies available to minimize, replace or possibly completely eliminate estate taxes when transferring your accumulated wealth to your heirs, but it does not end there. We will discuss your goals for your wealth past your life. We will make sure that you have a clear understanding of the available opportunities and help you create a plan of distribution to your heirs if you choose not to pass it on all at once. We’ll also discuss your desire to help a cause you care about and the benefits of this as an estate planning strategy. You have choices and effective tools available that we will help you utilize to their fullest.

Contact us today about our estate planning services by calling (661) 255-9555
or send us an e-mail.