ESTATE DOCUMENTS:

WHAT DO I DO?

  • Retirement Planning and Projections
  • Succession Planning
  • ​Will
  • Trust
  • ​Health Care Directive
  • Tax Planning and Reduction
  • ​Contributions to Charities
  • Spouse considerations
  • Protection of Estate
  • Funds to transfer business
  • Business Valuation
  • GIVE US A CALL (916) 292-9412
  • Attorney and CPA with years of experience
  • The tax legislation being debated by Congress will affect decisions. 
  • Asset protection
  • ​Accumulation of relevant documents
  • ​Drafting of estate documents
  • Yearly review of estate plan
  • Update of plan as tax laws change
  • ​Coordination with heirs
​If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. Family dynamics can complicate the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs. Succession planning should be a priority for any family business. More than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both. Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next. Key topics we will assist you to understand are:

  • Are you going to pass the business on to your family or sell it to a third party? 
  • Who's going to run the business when you're gone? 
  • Minimizing the tax bite.
  • Making it fair.
  • Business Valuation.
  • Business Restructuring.
  • Tax Consequences.
  • Retirement Projections.
  • Tax Projections.
  • Evaluate your current financial situation, including assets and liabilities.
  • Create a budget that meets your retirement goals.
  • Review your Social Security account to determine the best time to begin taking your benefits.
Estate Planning Basics:
Estate Planning and Wealth Management are broad terms that are used to encapsulate the consultative services that equate to the enhancement of a person’s financial circumstances. An easier concept to understand estate planning and wealth management by is through the term wealth planning. Wealth management services can include investment management, portfolio management, financial planning, tax reduction strategy, estate planning and asset protection, as well as any other economically related framework that can be used to financially enhance an individual or a company.

The Firm can help individuals and companies better navigate their finances to increase wealth and security. We can help eliminate sources of credit and reduce taxes and expenses by offering objective and strategic legal solutions. Our expertise and experience as wealth managers give us the ability to provide our clients with customized plans for maximum financial gains. We work directly with our clients to provide wealth planning strategies that are inclusive of asset protection and investment management. We offer estate planning, asset protection and tax elimination planning. We specialize in helping clients protect their assets and reduce income taxes through strategic innovation. Whatever financial stage you’re at in life, we’ll meet you there and provide financial solutions that will enhance your economic situation.

Our holistic approach to private wealth management allows us to manage and supersede the expectations of our customers. Our goal as a wealth management company is to protect the lifestyle of our clients. We guarantee our clients the security of their lifestyle through management of multiple different financial avenues and continuous methodological evolution. We make sure our clients have the freedom and flexibility to be themselves and focus on their life, their family and the things that matter the most to them. At the heart of the matter, we are financial planners. We use our expertise, our talent and our experience to produce strategies that are innovative, cutting edge and creative. Our goal is to create financial success for our clients. Though it’s sometimes viewed as a task primarily for older people, estate planning can help young people establish a foundation that they can fine-tune as their personal and financial situations change. 
Estate and Trust Tax Preparation Helps to Preserve, Protect, and Enhance Your Financial Legacy
Estate Planning Basics:
You need certain documents to meet your estate-planning goals, and you also need a basic understanding of the way it all works. Broadly, this includes:

  • Wills: the cornerstone of all estate plans.
  • Trusts as a complement to wills.
  • The estate tax system: how it works.
  • Current law.
  • Gift Tax
Estate and trust tax preparation and planning are an important part of managing your financial future--and it’s not just for the one percent; it’s important for everyone--especially if you have a spouse or children or own a business. As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones. While protecting your assets is critical to ensure financial security for your loved ones, we know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise.

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client and stay current on tax law changes that affect estate and tax trust preparation. Our estate and trust services include:

  • Ensuring that your assets are allocated to spouses, children, trusts, and charities
  • Periodic review of your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust income tax returns
  • Estate tax returns

Relieve Your Loved Ones of Burden to Locate Documents

You should also complete, and share, a list of multiple accounts that heirs might need to access.


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  • Bank and brokerage accounts
  • 401(k) accounts
  • IRAs and Roth IRAs
  • All auto-pay accounts, with name and contact information for each payee
  • Safe-deposit boxes
  • Pension documents
  • Annuity contracts
  • Savings bonds (with copies of the actual bonds)
  • Life insurance policies
  • ​Previous three year’s tax returns
  • Housing, land and cemetery deeds
  • Mortgage accounts
  • Proof of loans made
  • Vehicle title
  • Partnership and corporate operating agreements
  • Marriage license and/or divorce papers, if applicable
  • Military discharge information
  • Important contacts: Names and current addresses for all people named in the legal documents
  • Contact information for the estate attorney and CPA who will be handling the estate.​