Estate Planning

alternate textKathy and her family

Working with an experienced professional can help manage what is passed to your heirs and potentially minimizing their tax liabilities on the inheritance.

It can be difficult to think about what will happen after you are gone. I'll work carefully with you to address your wishes and ensure your family's needs have been prepared for.

I may be able to ease some of your fears when you ask for our advice on estate planning.

Contact me today to discuss your estate plan and learn more about how I can help your Financial Planning, Retirement Planning, Preservation Planning, and Tax Reduction Strategies.

* While we do not provide tax or legal advice, we will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.


Call us Today To Get Started at 714-449-8800