Los Angeles Estate Planning Services
No one likes to dwell on the prospect of his or her own death, but if you postpone planning for the inevitable, you run the risk that your intended beneficiaries may not receive what you want them to receive in a timely and cost-effective manner. This is why estate planning is so important.
Rated 4.9 / 5 based on 650+ reviews
What is Estate Planning?
Believe it or not, everyone has an estate. Your estate includes everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, jewelry and other personal possessions. No matter how modest or large your estate is, you can’t take it with you when you go. When that happens, you will want to ensure that your property goes to the people you want, in the way you want, and when you want. Moreover, estate planning allows you to save as much as possible on taxes, court costs and attorney fees. Proper estate planning should also include:
- Instructions for your care if you become disabled before you pass
- Naming a guardian and an inheritance manager for minor children
- Providing for family members with special needs, without disrupting government benefits
- Providing for loved ones who might be irresponsible with money, or who may need future protection from creditors or divorce
- Life insurance to provide for your family at your death
- Providing for the transfer of your business at your retirement, disability or death
- An ongoing process, which is reviewed and updated as your family and financial situations (and laws) change over your lifetime
Trusted by American Businesses and Individuals
ExcellentBased on 685 reviewsLeon Thomasian2024-05-15My wife and I have decided to file our taxes with the Robert Hall firm and it has been a really pleasant experience - from the reception, to the service, to the knowledgeable and valuable input they give to their clients. It is worth every penny and I will continue filing through them in the coming years.HAKU AINA PROPERTIES INC2024-05-11I was referred to Tony Watson at Robert Hall & Associates by our good friends. Our Business and personal tax situations are complicated. Tony has guided us through the best ways to maximize our tax savings. He is very experienced, knowledgeable, and efficient. I was informed and prepared for next year tax direction. I look forward to file our next year taxes with him again.Tim2024-05-10I had a complimentary tax consultation, and was very impressed. Based on the consult, I'm signing up with them. While they are focused on minimizing your taxes, they are also straight-forward when it comes time to saying "No" to a particular strategy if it's just not sound. I really appreciate that.Mike Mayes2024-05-09I had a complimentary phone meeting with Candice and she was FANTASTIC! My partner and I had a few questions about minimizing our taxes and she thoroughly and expertly answered them all. She recommended that we stick with TurboTax until we have a more complicated tax situation. What a breath of fresh air to get that honesty. Thank you Candice! We’ll be back when we’re making more money or when I start my own business.Wali2024-04-23I had an initial appointment and they took the time not only answering them but explain all the questions I had. Very professional and courteous I must say!
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The Best Time to Plan Your Estate is Now
Our tax consultants are ready to help you get your estate in order. While no one wants to think about their own mortality or the possibility of being unable to make their own decisions, it is important to have these discussions before it is too late. At Robert Hall & Associates, we have seen so many families caught off-guard and unprepared when incapacity or death strike. Don’t wait until it is too late: Get peace of mind now! Schedule your consultation today by calling 818.242.4888 or by filling out our online contact form.