Estate Planning Financial Advisors Bay Area

Are your children or relatives going to acquire your estate in the event something happens to you? How can you be sure that the government will not get the lion’s share of your estate?

A carefully planned trust can provide for the distribution of your assets at your death without probate court involvement, thereby saving time and money for your loved ones upon your death or disability. After your death, a Revocable Living Trust will distribute your property according to your individual plan. Within your Trust, you can establish Children’s General Needs Trusts to protect and control your inheritance for younger children long after your death. A Trust can establish guardian designation, power of attorney for financial affairs and health care directives and more.

Vitucci & Associates understands the link between financial planning and estate planning and understands that they are very complementary. We are trusted, licensed and professional advisors that work with you and highly regarded legal and financial partners to help you create an estate plan tailored to your situation. Schedule a estate planning consultation today.

Advisors of Vitucci are not attorneys. They will help review the documents and recommend a local attorney that specializes in estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.

United Planners does not provide tax or legal advice. Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.