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+"EP Wealth provides the guidance and support to execute our financial goals. Not only does she deliver excellent results, but she is always accessible when I need help or have questions."23 "He is always available to us if we have questions or concerns. "His remarkable talent lies in his uncanny ability to comprehend and adapt our portfolio to align with our evolving financial goals, both in the near term and the long term."25 We are a fairly young family, but we look forward to many years ahead working with Megan and the team at EP."31 "In an age of increasing automation, it's a gift to get to work with a responsive estate planning California team who understands our unique need
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+Whether they give their wealth to others during their lifetimes or after they’ve passed away, clients will want to minimize taxes and ensure that beneficiaries are well-informed. Few things are as important to your clients as their financial legacy and the well-being of their heirs. Help your clients understand the importance of estate planning with this education guide that outlines basic estate planning tools, the importance of taxes, estate planning and children, and more. Developing a sound estate plan can help give clients confidence and security about their legacy beyond their life. Further, developing relationships with your clients’ heirs helps to build your practice. This includes beneficiary education, tax support, and coordination of asset allocation and Federal estate tax planning in conjunction with external CPAs and accounting professionals.
+ Why a Financial Planner is a Key Player in the Estate Planning Proce
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+Our estate planning advisors work with you, your attorney, and other professionals to help build a plan that reflects your values and adapts to your life. EP Wealth helps clients take stock of these assets, think through access and ownership questions, and determine where they should estate planning California be included in legal documents. Along with your attorney, accountant, and other professionals such as a life insurance specialist, a financial advisor can prove to be a key team member when it comes to creating your estate plan. The EP Wealth Advisors® team works with you to ensure your legacy wishes are fulfilled by integrating your objectives into a checklist that encompasses all four steps of our Peace of Mind Planning Model.
+ Preparing for your wealth transf
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+A professionally drafted California revocable living trust typically costs between $2,500 and $5,000 for a complete estate plan package. Many clients at Opelon LLP choose a trusted family member as their primary successor trustee and name a professional fiduciary or trust company as a backup. Qualities to look for in a successor trustee include trustworthiness, organizational skills, financial responsibility, and willingness to seek professional help when needed. A California revocable living trust becomes irrevocable when the grantor passes away or permanently loses mental capacity to make change
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+ Special Provisions: When to Include Them in Your Estate Plan 
+"Trust documents by their nature have a very formal construction to ensure that they can be properly administered and upheld," Webber says. Another consideration is whether beneficiaries should use their own resources if possible before turning to the trust. The trustee can then decide whether a beneficiary’s request meets that standard. If you’d like distributions to support certain needs, "You might write something like, ‘The trustee can pay out for health, education, maintenance and support,’" Marantz adds. "If you want something to go to a specific family member but don’t spell it out in the trust, that asset may be sold and the money distributed among beneficiaries," he says.
+ What are the Steps for Setting Up a Living Trus
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+Rising taxes may be a concern for anyone — especially for individuals approaching retirement. Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals. Estate and enhanced legacy planning involves transferring and distributing assets efficiently and according to your wishes both prior to and at the end of life.
+ The 70-80% ru
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+"The word ‘children’ may mean different things, legally, from state to state," says Scott Marantz, National Trust Executive – Merrill, Bank of America. Creating a trust document that says exactly what you want to say is always the first order of estate planning California business. While the actual drafting is a job for an experienced trust attorney, the purpose of the trust is to serve your intention
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+One good [estate planning California](http://gitlab.qingzu.com.cn/cvxroberto3568/leesa2020/-/issues/2) reason to place your assets into a trust is to protect family wealth without fearing for its future. We are here to answer your questions about trust-based asset protection strategies and advise you on planning options. You can also include a Discretionary Trust for each of your beneficiaries in your Revocable Living Trust to protect other assets. Irrevocable Life Insurance Trusts An ILIT is a powerful tool for leveraging generation-skipping planning and protecting insurance proceeds for the benefit of your intended beneficiaries. Aside from this, bankruptcy laws allow trust assets to remain exposed to the claims of your creditors for ten years. Domestic Asset Protection Trusts The goals of a DAPT are to allow you to fund the trust with your own property, maintain some degree of interest in the trust as a beneficiary, and protect the trust’s assets from your creditor
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