12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454
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Estate Planning

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A popular myth that is still prevalent is that estate planning is only applicable for the wealthy. That simply is not true. The purpose of estate planning include:

  1. protecting the family
  2. providing efficient use of assets during lifetime
  3. ensuring that the estate property is adequate for family needs
  4. arranging for an orderly distribution of assets to beneficiaries
  5. obtaining proper guidance from trusted professionals for the surviving family
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We can help you explore various estate planning techniques and select the most appropriate course of action:

  • Wills
  • Property titling
  • Designating a beneficiary
  • Intervivos (Living) Trust
  • Medical Directive
  • Power of attorney/Power of Appointment
  • Marital property agreement
  • Buy-sell agreement
  • Gifting

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!