Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. We offer FREE estate and financial plan reviews. During these complimentary reviews we will:
- Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation;
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;
- Review your assets to be sure they are properly titled in your living trust and;
- Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated.
In addition, we will answer any questions you may have regarding
the recent law changes and your estate planning goals. This will be an ideal
opportunity to coordinate your financial planning goals with your estate planning
documents. Please contact us for your
financial and estate plan review today!
Request a Free Consultation
To request a consultation, please call us at (562) 624-6200 or fill out our online request form and one of our legal assistants will call to schedule a convenient time for you. When calling, please ask how you can obtain a FREE consultation.
To request a copy of our free report on "Estate Planning With Individual Retirement Accounts (IRAs)", or click here to view all available Special Reports.