Estate Planning in San Diego
At CPA & Law Offices, we’re your trusted CPA and attorney for estate planning in San Diego, CA.
We understand the importance of planning for the future and ensuring that your loved ones are taken care of in the event of your passing, and our team of experienced professionals are here to guide you through the process and create a customized plan that meets your specific needs and objectives.
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Sophisticated Strategies
Our team is well-versed in a variety of sophisticated estate planning strategies, including grifting, trusts, and dynasty trusts, GRATs (grantor retained annuity trusts), SCINs (self-canceling installment notes), and QPRTs (qualified personal residence trusts).
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Individualized Estate Plans
At CPA & Law Offices, we offer a wide range of estate planning services to meet your needs. Whether you need help drafting a will, creating a trust, or navigating the probate process, we are here to provide the assistance you need. Our team is dedicated to ensuring that your wishes are carried out and that your loved ones are protected.
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Adult & Stepparent Adoption
If you are considering adoption as part of your estate plan, or just want to better understand how your family dynamics will impact your estate, our team will make sure you understand all your options.
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Surviving Spouse Counsel
Married couples are really planning for the death of the first spouse--one of the most difficult transitions that a family goes through. We help you keep this in mind to make sure that the surviving spouse is well situated in the event of the inevitable death of the other spouse.
Contact CPA & Law Offices today to schedule a consultation and learn more about how our tax services can benefit you. Let us put our expertise to work for you and help you achieve your financial goals.