Estate Planning
*we are not attorney’s and do not provide estate planning services, but can assist you with the team to do so
Estate planning is a proactive approach to safeguarding your assets and ensuring your wishes are carried out. It involves creating legal documents like a will, trust, and power of attorney to designate beneficiaries, appoint guardians, and manage your affairs in case of incapacity. By planning ahead, you can minimize potential legal complications, reduce estate taxes, and provide peace of mind for your loved ones.
Do I Need A Trust?
You may need a trust if any of the following describe you:
High-Net-Worth Individuals: Trusts can help minimize estate taxes and preserve wealth for future generations.
Individuals with Minor Children: A trust can provide for minor children's financial needs and ensure their inheritance is managed responsibly.
Individuals with Special Needs: A special needs trust can protect government benefits while providing supplemental income and support.
Individuals Concerned About Probate: Trusts can avoid the time-consuming and costly probate process.
Individuals with Blended Families: Trusts can help ensure that assets are distributed according to your wishes, even if you have children from multiple relationships.
Individuals with Complex Financial Situations: Trusts can help manage complex financial affairs, such as business ownership or significant assets.
Do I Need a Trust?
Establishing a trust can be a powerful tool in estate planning, offering protection and control over your assets. Our team can help you determine if a trust is the right choice to meet your family’s unique needs and future goals.
Contact Details
Phone:
Email:
Justin@arnoffromo.com
Location:
PO Box 161926
Sacramento, CA 95816
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Our Services
Arnoff & Romo Tax Preparation & Wealth Management
Social Security Disclosure: Justin Romo and/or Wealth-Protection Insurance & Financial Services are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Owen S. Arnoff dba Wealth Protection Insurance & Financial Services are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
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