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Preserving Your Estate Through Effective Wealth Transfer And Succession Planning

You have worked your entire life to build your estate, and you are right to do everything in your power to preserve as much of it as possible. The current state and federal laws that govern estate taxes, qualifying for Medicare and Medi-Cal benefits and other important considerations can drastically impact your estate. With proper planning, however, it is possible to preserve much of your estate for your beneficiaries after your passing.

Creating the best plan for your needs requires the attention of a skilled and dedicated California estate planning lawyer. At the Law Offices of Melissa A. Proudian, we provide proactive solutions designed to preserve your estate to the fullest possible extent. You can rely on us to provide you with a plan designed specifically to accommodate your unique needs.

Strategic Wealth Transfer Planning Services

There are a number of effective tools that can be used to transfer your wealth to your beneficiaries while simultaneously avoiding excessive estate taxes. Properly planned and executed trusts are a primary tool in wealth preservation planning. Attorney Proudian will advise you on the trusts and other tools that may be available to help you transfer maximum wealth to your beneficiaries.

Contact Our Fresno Office To Discuss Your Case With A Member Of Our Team

Please contact us to schedule a free initial consultation with a member of our team to learn more about our wealth transfer and succession planning services. You can reach us by phone at 559-554-1455 or contact us via email to arrange an appointment.