502 Lobos Avenue
Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.
We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today's complicated tax and estate laws.
Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you achieve your wealth management objectives.
*Jacques Bolivar, Pharaoh Financial Group and LPL Financial do not provide any tax or legal advice or services. Please consult a qualified tax advisor.