Orange County Estate Planning Attorney James F. Roberts Discusses things to consider when creating and modifying your estate plan and helps you understand what truly is Planning You Can Trust.
What is Planning You Can Trust?
We have partnered with other companies that are trustworthy and knowledgeable to meet your financial and estate planning needs. What this means is that Planning You Can Trust is an all-inclusive team approach that the client to receive the most comprehensive planning opportunity for wealth, tax, and estate needs available anywhere. To the best of knowledge there is no one else in the United States that has combined all three disciplines: the estate planning, the wealth management, and the tax preparation planning brought together all three needs to make it simple and easy and comprehensive for our clients to have the most competent care possible. In creating planning you can trust we have taken the strengths of three successful businesses and blended them together so that our clients can pick up a phone and call and get the care they need from all the areas that are connected and not have to phone several places for help. Combined there are over 100 years of business experience in this organization so none of these companies are startups new to the world of planning and in our experience you can relax and know you have three companies providing you with truly carefully thought out, well organized and comprehensive Planning You Can Trust. Follow up with our office to ensure that your needs are met and your plans are complete and meet your desires. Contact us today and set up an appointment.
We offer a many different resources and pamphlets on the subject of creating, updating and implementing estate plans. We also offer a regularly scheduled seminar in our office to help people determine what the best options are for them in their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. We regularly conduct free seminars designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”. We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment. Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits.