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How does estate planning advantage high net worth persons?

Estate planning in California doesn't just involve the preparation of a will, trust, and powers of attorney for you. If you're a client with a high net worth, we at Wells Strategy Council also have the ability to implement a plan to take into consideration the effect that estate taxes and transfer taxes can have on your death. I'm Lisa Alright and I'm a team member of Wells Strategy Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

Does a high net worth individual need estate planning?

If you’re a high net-worth individual, I can help you because I understand what your needs and concerns are. I know that you’re worried about estate taxes; you’re worried about passing your assets onto the next generation in an efficient and cost saving manner. I understand the strategies that are involved, in fact, I’ve come up with some of the strategies myself that are involved in making sure that the assets pass to the next generation without incurring estate taxes. I can help you because I’m associated myself with professional advisors that also know and understand these problems. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel