Estate Planning Services in Irvine and Orange County, California
With effective estate planning strategy, as a client of Masler & Associates, Inc. you are able to ensure the transfer of assets to your beneficiaries, provide financial security for your surviving spouse, and potentially reduce or eliminate tax due on the transfer of your business and other assets.
Regardless of whether or not you have a will or trust in place, we can help you take care of all the details in order to make the process of estate planning simple and painless. We work with an experienced attorney to create a personalized plan that works for you and your financial needs.
Areas we cover include:
- Wealth transfer strategies
- Estate tax planning structure
- Health care powers
- Gift planning to relatives, friends, and charities
If you’re a small business owner, providing for business continuity and succession of ownership is essential. At Masler & Associates, we can guide you through the complex process of getting your financial affairs in order. We take the same comprehensive approach to estate planning that we do with all our accounting and small business consulting services.
Contact Masler & Associates Inc. about estate planning services.