Comprehensive Guide to Trusts and Estate Planning

  • Home
  • Comprehensive Guide to Trusts and Estate Planning
realtor-making-deal-with-customer-office

Secure your legacy and preserve your wealth with our experts. From safeguarding individual wealth to protecting your business, we do it best. Get tax-proven strategies for a smooth transfer.

Charitable Giving

Donating to charitable causes not only benefits the community but can also offer tax deductions.

Strategic Use of Exemptions

Using applicable exemptions, such as the estate tax exemption, can optimize tax outcomes.

Family Limited Partnerships (FLPs)

Establishing FLPs can enable the efficient transfer of family wealth while maintaining control

Life Insurance Planning

Strategically using life insurance can provide liquidity for estate taxes and enhance overall planning.

Qualified Personal Residence Trusts (QPRTs)

QPRTs allow you to transfer a primary residence to an irrevocable trust, retaining the right to live in for a specified period.

Step-Up in Basis Planning

Utilizing the step-up in basis for inherited assets can minimize capital gains taxes.

Business Succession Planning

Implementing a well-structured business succession plan can minimize tax implications for family-owned businesses.

At Focus CPA Group, you get exceptional services with a personal touch. The first and most crucial step in creating the right estate plan is listening. We take time to understand our clients before we even begin creating their estate and trust plans. Once we’ve the complete picture, we design a plan that fits their needs and wishes.

Comprehensive Estate Planning Services For Individuals and Families

Our Brea, CA CPA firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 562-281-1040 for a free consultation. Together we’ll devise a practical trust and estate plan that will financially prepare you and your loved ones for what lies ahead.
  • Estate planning for individuals
  • Trusts
  • Charitable gifting
  • Trust and estate tax services
  • Business succession planning

Contact Trust and Estate Planning Attorney for Your Free Consultation

Personalized Consultation

Our tax attorneys provide tailored advice after understanding your unique circumstances and goals.

Legal Expertise

You are offered legal knowledge to navigate complex laws and regulations related to estate and trust planning.

Tax Optimization

Get practical strategies to minimize tax implications, ensuring efficient wealth transfer to beneficiaries.

Probate Avoidance

Our tax attorneys can give you best strategies to minimize the impact of probate, streamlining the transfer of assets.

Document Drafting

Get skillfully drafted legal documents like wills, trusts, and powers of attorney to ensure clarity and legality.

Beneficiary Designation

Get the right assistance in naming beneficiaries, ensuring smooth asset distribution.

Contingency Planning

Want to establish contingency plans for unforeseen circumstances? From Business Impact Analysis(BIA) to risk mitigation, our attorneys have got you covered.

Updates and Reviews

Our team ensures your estate plan stays current to tax laws by regularly reviewing and updating it.

Secure Your Legacy Today!
Contact our Trust and Estate Planning Attorney for a Free Consultation. We understand that you too want to secure your future. Thus,we plan a comfortable transition of your assets to your future generations with no hassles.
Book A Consultation

Frequently Asked Questions

Estate planning costs can vary based on the complexity and services. It may range from a few hundred to several thousand dollars. A consultation with an estate planning attorney can provide a more accurate estimate.
Estate planning attorneys help individuals and families create legal documents such as wills, trusts, and powers of attorney. They provide guidance on minimizing taxes, ensuring assets are distributed per wishes, and addressing other concerns related to the transfer of wealth.
The best trust for estate planning depends on individual needs. A revocable living trust is popular for its flexibility, allowing the grantor to make changes. However, specific needs should be discussed with an estate planning attorney.
A revocable living trust offers benefits such as avoiding probate, providing privacy, allowing for flexibility and control during the grantor’s lifetime, and facilitating efficient management of assets in case of incapacity.

Get a Consultation

Get instant help from our Tax Representative.
Call 562-281-1040 or request a consultation.
Get Started

Securely Send Us a File

Send us your tax documents safely and securely with our file sharing tool.
Send a File