Estate Planning

Costa Mesa Estate Planning - Living Wills, Trusts, Tax Returns & More

Estate planning on your own can be complicated and costly. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family time, heartache and money.

We can help.

Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning uncomplicated and efficient. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. We'll be there with you at every step.

Goodrich, Thomas, Cannon & Reeds, LLP will help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes), if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and powers of attorney.
  • Decrease the nuisances and expenses associated with probate.
  • Lessen the tax burden at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Update your plan as needed.

You also get help with...

  • Living wills and trusts.
  • Lifetime family wealth transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation of estate and trust tax returns.

Our team is ready to guide you through every step of the process.

If you'd like more information about our estate planning services please complete this form to setup a Free Consultation.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]

Goodrich, Thomas, Cannon & Reeds, LLP

T: (714) 546-0755
F: (714) 546-4901
E: info@gtcrcpas.com

© 2021

Admin Login  Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

-->

Client Portal Login

Subscribe to our Newsletter