Be Prepared

9:57 pm Uncategorized

As an estate planning firm it is our job to keep our clients prepared for what’s coming.  This means helping prepare them not only for the eventuality of death, but also for what is coming in life; retirement, the possibility of divorce, new children or grandchildren, and even taxes.  Taxes especially are of great concern these days because of the new President and his administration, and although we don’t yet know exactly what the new administration will do on the tax front, this article from CNN’s Money.com gives us an idea of where they may be headed.

As for the others, there are many ways we can help prepare you—and your heirs—for any eventuality; whether it be to protect your (and their) assets from predators during your lives or to provide for your loved ones after your death. Please call our office to find out how we can help your family be prepared.

Your California legal and financial planning experts are at your service; Contact us today.

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