1633 E. Fourth Street, Suite 216
Santa Ana, CA 92701
714-560-9022

Estate Planning

Estate PlanningIn this world, nothing can be said to be certain, except death and taxes.

– Benjamin Franklin

You have worked hard to build assets and provide financial security for you and your loved ones.  A good estate plan helps you accumulate, manage, protect and transfer assets to family members or others, as you see fit.  It addresses legal and tax issues to pass assets efficiently.  Here are some of the things a well designed estate plan can do for you:

  • Control Distributions – Ensure that assets are passed according to your wishes, to the right people at the right time.
  • Protect Family Income – Providing income rather than asset distribution might be the right strategy.  Good trust planning can help protect that income.
  • Professional Asset Management – Professional asset management can help make sure that assets are invested in a way that meets the long term needs of the family.
  • Charitable Planning – Providing for your philanthropic objectives can create tax saving opportunities while benefiting worthwhile causes and institutions.
  • Estate Liquidity – Many of your most valuable assets, such as real estate or a business interest, may not be very liquid.  Providing the necessary cash to pay down debts, final expenses and possible estate taxes ensures that other assets can pass intact to family members.
  • Reduce or Eliminate Estate Taxes – There are a number of ways to reduce the size of your estate.  Good planning means exploring the pros and cons of different techniques to minimize the effects of fees and taxes on your estate.

The preparation you do now provides security for your family in the future.  Is it time to review your estate plan?

Contact Rachel Owens at 714-560-9022 or Bill Sornstein at 714-560-1679 for more information.

Contact Us
Please Let Us Know How We Can Be of Service to You
Sign Up
for our newsletter and
get your free whitepaper:
"5 Important Strategies for Small Business Owners."

Mission Statement

Our mission is to help make your financial life as simple and harmonious as possible.

We take the complex and make it as clear as we can. We believe that you should never buy a financial product or service that you do not understand.

Sign Up for our newsletter
and our free whitepaper -
"5 Important Strategies for Small Business Owners."
© 2006 - 2017 Tri-Circle Financial Strategies, Santa Ana, CA. All rights reserved.
Rachel Owens and William Sornstein are Registered Representatives with and Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Iowa, Nevada and Texas.