Expert Trust and Estate Planning in, CA

Your estate includes your home, investments, IRAs, 401Ks, life insurance, bank accounts, business interests and all of your personal property. It’s important to have an estate plan in place to protect your family’s future. But estate planning can be quite complicated and difficult to do on your own.

Our Estate planning firm are able to minimize your estate’s exposure whether you have a large or moderate net worth. Estate planning is not just for the wealthy – it’s essential to protect all of your assets even if you don’t have a large estate. Wills alone do not cover many assets including retirement plans, annuities and life insurance. If you own property or your estate is valued over a certain amount, your assets may be subject to probate and your survivors may have to go to court to receive any benefits.

Trusts are legal documents that let you decide how and when your assets will be distributed when you die. They also help you avoid probate and allow distribution of your estate proceeds to your beneficiaries without delays or court costs. Trusts may also allow you to reduce inheritance or gift taxes

The Difference between Estate Planning Firms

Without legal expertise, some California estate planning companies may be able to handle only a portion of your plan. Safeguard Investment Advisory Group provides access to an estate planning attorney as well as trust and estate planning so we can create your entire estate plan for you.

Estate planning is more than just developing documents. It involves evaluating your needs and your entire financial picture to determine what type of financial protection you will need. Understanding estate taxes, probate, gift and capital gains taxes, and trusts will be key to developing your estate plan. We will make sure you enjoy your retirement knowing that you have provided security for your loved ones while you are alive and after you are gone.

Whether you need a living trust, a will or life insurance to secure your assets or a reverse mortgage or new investments to provide more immediate wealth, we can make sure all options are available to you. By offering you the convenience of managing all of your estate planning needs, you’ll avoid having to make a separate trip to meet with an attorney. We will handle all of your forms and provide notary services and can meet with you either in our California office or in the comfort of your own home.

You can’t afford to neglect trust and estate planning. As one of the premier estate planning firms in California, Safeguard Investment Advisory Group will provide the expertise you need for your estate plan, legal protection, investment planning, and tax advice. Call our office to set up an appointment for a complimentary consulting session.