714.505.9000 cpas@hmwccpa.com

Estate Planning

 

You’ve worked hard, now let us help you plan well. Contact us today so we can discuss your Estate Planning needs.

Safeguarding and accumulating wealth for your family’s long-term financial security is an easier task with the help of a financial advisor. We have the understanding and technical services to handle the complex issues surrounding the creation and preservation of wealth and the orderly transfer of assets to your beneficiaries.

Estate Planning Services

  • Techniques to maximize the transfer of your estate (i.e.substantially reduce the taxable value)
  • Use of various tools, such as lifetime gifting programs, living trusts, family limited partnerships, qualified personal residence trusts, and charitable remainder trusts
  • Preparation of federal estate tax returns, estate and trust income tax returns, and gift tax returns
  • Business succession planning
  • Executor/trustee assistance

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Location

17501 East 17th Street, Suite 100

Tustin, CA 92780

 

 

Phone

714.505.9000

 

 

Email

cpas@hmwccpa.com

 

 

Connect with us

Submit a contact request

Office hours

8:30a - 5:30p PST

Monday - Friday