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Estate Planning

 

 

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Comprehensive estate planning and management services, for clients with modest, moderate and large estates. We can assist you with 

Planning your estate to avoid probate
Planning for death tax avoidance and minimization
Planning for asset protection purposes
Planning to meet both pre- and post-mortem needs
Planning for retirement
Managing your trust or estate 
Terminating trusts
Probate administration, guardianship and conservatorship

Capabilities

Estate planning can run the gamut from very simple and straightforward plans intended to direct the disposition of assets at death without the need for formal court administration of the estate, to complex plans designed to minimize death taxes, provide future financial security for family members or others, protect assets from creditors, or accomplish any number of other goals or objectives.

We approach each client's needs on an individual basis and, while we offer economical flat fee pricing for much of the work we do, we work closely with each client to ensure those needs are met and the plan is fully implemented.

Our initial consultation is always free. Our offices are easy to reach from anywhere in Southern California. Please contact us today for additional information or to make an appointment.

References

Click here for references

For Information

How may we assist you? Email us at eplans@herandher.com for information about estate planning, or call us at 626-796-6806, or toll-free at 866-770-0593 to discuss your estate planning needs.

 
   

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Copyright © 2008 Herlihy & Herlihy, Incorporated
Updated: 8/1/2008