Orange County Estate Planning: Now is the Time

1:12 pm Uncategorized

Have you spoken to your Orange County estate planning attorney recently? Have you ever taken the time to discuss with a wealth strategist what your estate may be worth to you and your loved ones?

Now is the time more than ever.

With estate tax laws changing in the not to distant future, now is the time to discuss the nuts and bolts of estate planning. If you have yet to do this, you won’t want to wait any longer. If you have already done this and think that you’re somehow safeguarded, you’ll want to put a call in to your California asset protection attorney to make sure this is the case.

The fact is, the laws regarding estate taxes and asset taxes are changing. Because of these changes, your estate and assets may be at risk.

You need to know sooner rather than later whether or not the changes in these tax laws will have any affect on your estate or how your assets will be taxed.

If you have not yet created a trust, discuss how this might help certain assets within your estate if some of the new estate taxes will apply to you and your estate.

If you’re like most people, chances are you’ve been putting this discussion off. Now is the time to press pause and contact your Southern California estate planning attorney. If you wait any longer you could be putting yourself at unnecessary risk. Know your rights and let your attorney help you decide what is best for your estate and assets!

Help is available to you by contacting your Southern California financial planning experts today.

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