Estate & Distribution Planning
To Protect Your Spouse and Heirs

Making a will is important but only the first step for most people's estate planning. It’s not just about making a will. It’s about developing a personalized Estate Plan that takes into consideration your needs and the needs of your heirs. For example, Revocable Living Trust's † are often as important as a will for many families, sometimes even for small estates.

We can work with you to develop a plan to minimize the impact of estate, income and inheritance taxes. We will also explore the advantages of trusts. We can help you plan the succession of your business. We will do it all with one objective in mind – effectively enabling your legacy to endure and to protect those you wish to pass assets on to.

If you are married do you know the huge tax advantage of owning investments and some other assets as Community Property with Rights of Survivorship and not as Tenants in Common?  This could be very costly tax wise if you own property as JTWROS.

We can advise you on:
Wills
Living and other Trusts
Living Wills (for health care)
Long-Term Care
Tax Planning
Medicaid Planning
Charitable Giving
Business Succession (for closely held companies and family owned businesses)
Beneficiary Designations for various types of accounts

†Trusts and other documents can only be prepared by a qualified attorney but we can give you advice.

We Take Your Financial Future As Seriously as YOU SHOULD !
Large enough to serve yet small enough to care
Committed to Success Through Client Satisfaction

Securities are offered through Multi-Financial Securities Corp, Member FINRA/SIPC. Investment advice is offered through Hutchison Investment Advisors, Inc, a Registered Investment Advisor. Multi-Financial Securities Corp. is not an affiliated company of Hutchison Investment Advisors, Inc., or Hutchison Financial Advisors.

CERTIFIED FINANCIAL PLANNERTM and are certification marks owned by the Certified Financial Planning Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Latest update 5/7/2008