estate planning

Effective estate tax planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you understand the intricacies of the law and assist you in establishing a relationship with an estate attorney as well as help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

family

Santa Barbara, CA

Phone: 805-969-9662

Buellton, CA

Phone: 805-691-9396