If you don’t have your own estate plan, the IRS and the state of California will simply impose one upon you and your heirs. At Wealth Strategies Counsel, we are committed to scrupulously analyzing your potential tax liability, providing customized and specific recommendations to reduce or even eliminate the tax burden upon your estate and heirs. And that’s just the beginning: Through creative, highly sophisticated wealth preservation and management strategies, we can help make certain your golden years are spent in comfort; your loved ones are well taken care of, and that your enduring legacy is assured. Our primary interest is to alleviate all of your concerns.

We will provide you with all of the following services and more:

  • Wills, Trusts, Powers of Attorney, and Advance Directives to plan for your future now
  • Charitable Remainder Trusts (CRTs) to secure a planned income stream, structure tax savings, pass significant wealth to your loved ones, and benefit your charities of choice
  • Grantor Retained Annuity Trusts (GRATs) to establish a specific personal revenue stream, while creating a vehicle to transfer wealth during your lifetime (using the leverage available under the Internal Revenue Code)
  • Family Limited Partnerships (FLPs) to hold various assets and devise gifting plans, while retaining your influence and management over those assets
  • Irrevocable Life Insurance Trusts to help reduce or eliminate your estate tax