Customized Estate Planning
For families
with substantial assets, particularly those with a family business, the estate
planning process offers many options to benefit the family today and in the
future. Minimizing taxes, funding a child's education, leaving a charitable
legacy, protecting the future of a business: these and other goals can be
accomplished through estate planning.
An estate plan begins with a
consultative process to ensure we understand all of your goals and to educate
you regarding the pros and cons of various estate planning tools. A customized
estate plan package will protect your assets, minimize taxes today and estate
taxes tomorrow, and will allow your heirs to avoid probate. Your estate plan
will include one or more of the following:
- A will or pour-over will
- Trusts for asset preservation, for charitable giving,
for education, or for Medicaid planning
- Advanced directives in the form of a living will or a
durable power of attorney
- Family business succession planning
- Gifting strategies, such as gift annuities, charitable
contributions or legacy planning
Every family's situation is different. At the Morkos
Law Firm, we tailor each estate plan we create to the unique needs and goals of
our clients.
Call for a Free Consultation:
John H. Morkos,
Esq.
Law Offices of John H. Morkos
2082 Michelson Drive, Suite 100
Irvine, California 92612
Phone: (949) 478-4401
Fax: (949)
478-4402 |
