903 Calle Amanecer, Suite 230 San Clemente, CA 92673
Call (949) 285-4270
Services
Our Services
When planning something as important as your family's future and protecting your most precious assets, it is best to avoid a one-size-fits all approach.
Together, we will evaluate your needs and create a customized plan to achieve your objectives. Some common elements you may need in your plan include the following:
- Revocable Trust
- Will
- Guardian Appointment for Minor Children
- Durable Power of Attorney for Asset Management
- Advance Health Care Directive
- HIPAA Medical Release
- Special Needs Trust
- Irrevocable Trusts
- Planning for your pets
- Business Succession Planning
- Evaluation of Life Insurance and Long Term Care needs
- Analysis of proper beneficiary designations on bank accounts, stocks, brokerage accounts, and retirement accounts
- How to properly safeguard your digital assets
- Charitable Remainder Trusts
Rates
How much does all this cost?
Everyone is unique. In order to provide the best service and the highest quality of work for you, we need to do some fact finding to determine our fees.
Our fees are generally fixed flat rates, which we will agree upon in advance so there are no surprises. At our initial meeting, we will determine your needs based upon the assets you hold, your particular situation, and your unique objectives, against the backdrop of the requirements and consequences of California law. Therefore, we ask that you schedule a free 30-minute consultation to go over your plan.
Call Susan at 949-285-4270 to get started.
Other ways we can help
Sandwich Generation?
Thinking of forming a business?
Thinking of forming a business?
If you are stuck between caring for aging parents and your own young family, we can help guide you through the necessary but difficult discussions and decisions!
Thinking of forming a business?
Thinking of forming a business?
Thinking of forming a business?
We can assist you with your business formation documents!
Trust Administration
Thinking of forming a business?
Trust Administration
Have you been appointed as an executor or successor trustee? If you don't want to go it alone, we can assist you with the process and make sure you fulfill all your fiduciary duties.