Preservation of our clients’ assets;
Creation of programs to maintain full control over assets in case of incapacity; transferring assets to beneficiaries without court proceedings while taking advantage of tax laws;
Special planning suitable for extenuating circumstances such as: special needs, second marriage situations (blended family), and/or spendthrift children
Special planning for the elderly with Medi-Cal;
Protecting the estates of the elderly from government taxation;
Facilitating programs to maintain full control of the clients’ assets during their lifetime.
Our Definition of a Comprehensive Estate Planning
A “Comprehensive Estate Planning” is a strategy that custom-makes and personalizes every aspect of planning for transfer of your assets to your loved-ones based on your:
- Desires,
- Family situation,
- Needs,
- Concerns,
- Relationships with your loved ones, and
- Peace of mind,
What a “comprehensive Estate Planning” encompasses in the firm of Manesh & Mizrahi, APLC?
- Review and analysis of the nature and traits of your property (community property versus separate property) and existence of any property agreements, including pre-marital agreements.
- Discussions on what your objectives and goals are, how you wish to structure your estate, transferring of your assets, and distribution of your wealth as you deem appropriate.
- Discussion and analysis of the tax consequences of the estate planning you have in mind.
- Discussion and analysis of how to minimize the impact of taxes so as to benefit you and your loved ones.
- Discussion and analysis of alternative estate planning strategies.
- Discussion of potential conflicts and specific recommendations so as to minimize occurrence of such conflict.
- Setting forth a specific and clear action plan to carry out the Comprehensive Estate Planning that you choose.
