Estate and Trust

We help you gain peace of mind about your financial future with well-designed, individualized plans.

We approach estate and trust planning in a proactive, strategic, and highly individualized manner in order to best manage and protect your estate, your family trust, your business, and your assets.

We work with you to understand your unique situation and develop options that best preserve your wealth and minimize federal and state tax liabilities so that your assets pass onto future generations with the lowest possible tax burden.

In addition, our Partner, Anthony Delevati, is a Chartered Advisor in Philanthropy (CAP) who can provide valuable advice to clients wishing to integrate gift and charitable planning with estate planning, as well as business succession planning to help clients advance their personal financial goals for themselves and their family, while also having a positive impact on their community.

We are available to assist with the design, implementation, and administration of your individual estate plan as well as setting up a will and trust.  We also provide court-mandated trust accountings in the format prescribed by the California Probate Code.

Our firm’s estate and trust planning services include:

• Gift, Estate, and Trust Planning and Tax Preparation
• Setting up a Will and Trust
• Family Trust and Living Trust
• Preservation of Wealth Strategies
• Business Succession Planning
• Retirement Planning
• Inheritance Tax Planning
• Philanthropic Planning

If you’re ready to eliminate uncertainty about your future with a proactive strategy, setting up a will and trust, or inheritance tax planning please contact us today at 530-666-6671.