Celebrate Your Independence! – Thompson Von Tungeln

by | Jun 26, 2024 | Business News

Happy July 4th! Independence Day is a great time to contemplate and appreciate the many freedoms we enjoy in this amazing country. However, while California is wonderful in so many ways, we do have to be thoughtful about ensuring our financial and personal freedoms. Now is a great time to help ensure that you and your loved ones will enjoy Freedom from Probate Expenses, Inheritance Taxes, and Capital Gains Taxes. In addition, why not take prudent steps to help protect yourself from title and identity fraud, lower liability risks and secure affordable nursing care?
California is known as a “Trust State” which means there are many benefits and advantages of setting up a well-designed and drafted living trust to not only take care of your loved ones when are gone but just as importantly, to help ensure that plans and a team are in place to help you when you need assistance.
As the area’s largest law firm specializing in estate planning for over 45 years, we have helped countless clients, offer free friendly and informative seminars and will even review your existing trust at no cost (normally $250). There have been many changes in the law that could impact your estate that you should be aware of. We invite you to attend one of our informative seminars on estate planning to learn more about how proper estate planning can help provide financial and personal freedom or one of our special workshops on special needs trusts, elder abuse, retirement planning or business law. Please call us at (661) 945-5868 if you would like to attend one of our seminars at either our Valencia or Lancaster offices or schedule an office consultation and one of our friendly and experienced professionals will be happy to schedule an appointment for you.

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