If you are part of a faith based community, there is a profound belief that all that one has comes from God and that one is merely a steward of it during your lifetime. The question then becomes how and to whom you transfer that legacy of both wealth and wisdom at the end of your life. Your documents are modified to reflect this belief.
- Asset Protection & Business Planning
- Elder Law & Medi-Cal Services
- ESTATE AND GIFT TAX FIGURES
- Estate Planning Services
- Family-Owned Businesses & Farms
- Financial Planning Assistance
- Incapacity Planning
- IRA & Retirement Planning
- Legacy Planning
- LGBT Estate Planning
- Pet Planning
- Special Needs Planning
- Stewardship for Christian Families
- Trust Administration & Probate
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