Estate Planning

Estate Planning

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved.

Estate planning should begins with considering three fundamental questions:

  1. Who should inherit your assets?
  2. Which assets should they inherit?
  3. When and how should they inherit the assets?

Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your current financial and family situation, but also regularly review your plan to ensure it fits any changes in your circumstances.


Let's get started!


Office: (916) 773-7053

Fax (916) 773-7065



M-F: 9:00am - 5:00pm

Let's Talk...We're Ready to Help You Put the Pieces Together

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