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Wealth Strategies Counsel

If you have considerable wealths, there are several technics available to reduce or even avoid instate taxes. One of the things you can do is to set up a family limited liability company or family limited partnership and get a minority discount. There are other ways too. There are private annuities, there are grant or retained annuity trusts and there are technics we can set up in your living trust, in and of itself, that will reduce substantially your estate taxes. I'm Jeff Matsen and I'm the foundering and managing partner of Wealth Strategies Council. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning estate taxes wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

Wealth Strategies Counsel

Estate planning in California doesn't just involve the preparation of a will, trust, and powers of attorney for you. If you're a client with a high net worth, we at Wells Strategy Council also have the ability to implement a plan to take into consideration the effect that estate taxes and transfer taxes can have on your death. I'm Lisa Alright and I'm a team member of Wells Strategy Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

If you’re a high net-worth individual, I can help you because I understand what your needs and concerns are. I know that you’re worried about estate taxes; you’re worried about passing your assets onto the next generation in an efficient and cost saving manner. I understand the strategies that are involved, in fact, I’ve come up with some of the strategies myself that are involved in making sure that the assets pass to the next generation without incurring estate taxes. I can help you because I’m associated myself with professional advisors that also know and understand these problems. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

Wealth Strategies Counsel

A living trust is an agreement entered into whereby you are controlling the disposition of your assets in the event of your incapacity or your death. A living trust is an important document to have in order to avoid the probate process in California if something were to happen to you. It is also beneficial in situations where a couple is married and they set up a living trust. In the event that one of them passes, you have the ability to shelter assets from future estate taxes. I'm Lisa Allred and I'm a team member of Wealth Strategies Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

Wealth Strategies Counsel

A dynasty trust is a trust that you set up now for purposes of transferring your legacy onto the next generations. And what it does is it gives you the ability to structure your estate plan on a generation by generation basis, without the future generations having to pay any estate taxes. It also protects against divorce and creditors among your children and grandchildren. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Councel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning dynasty trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

The number one misconception about probate is that people just have a complete lack of understanding of what it is. They get it confused with estate taxes. They think it's the same. They, they usually have a negative attitude towards it, which is probably justified. But they don't understand the process that's involved. They don't realize that forms have to be filed. That a court has to make sure that the is instructions of the testator or the client are carried out. So the number one misconception about a probate is really what is probate. How do I carry it out? And what do I do to get through it? I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation, in the most cost saving and efficient manner possible.

tags: estate planning probate wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel