Call or Text: (562) 444-8399
Estate Planning
Avoid the probate court, protect & grow what you have. Give what you have to whom you want, how you want, during your life and after death. A good, basic plan typically includes:
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Living Trust
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Will
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Power of Attorney for Finance
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Power of Attorney for Healthcare
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Guardianship Provisions for Children
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You have unlimited access to an attorney throughout the planning process and we work closely with your tax and wealth advisors to ensure synergy.
Business Formation
Treat your business like a business by separating it from your personal life. Forming an LLC, S-Corp, or Professional Corp can shield you from risk, protect your personal info, and unlock favorable tax treatment.
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Business Formation Documents
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EIN and Business Bank Account
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Operating Agreements / Bylaws / Buy-Sell Agreements
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Coordination with Your Accountant and Financial Planner
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Your business should be contemplated in your estate planning. We will work with your current planner, or offer you a discount on combined services with our firm.