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Tel. 714.642.3838

Sharma Kliche - Our Family Protecting Yours.

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Estate Planning for the Holidays

November 29, 2018

 

 

The holidays are a time to enjoy with family and friends.  It’s also a time to think about the well being of your loved ones.  We offer full comprehensive estate plans that will ensure that your family is protected if something happens to you!  Our plans offer a trust, will, durable power of attorney for finance, health care and HIPPA.  Plus we will also provide schedules for you leave particulars items to people, and guardianship if you have minors.  All of our plans include asset protection measures, which differentiate us from a basic estate-planning firm.  A comprehensive plan will provide complete documentation, protection from the state and federal governments, and protection from creditors (people trying to sue you, otherwise known as asset protection).  For more information, or to take advantage of our discount rates for the holidays, please call us at 714.642.3838.

 

 

 

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