Celebrate Your Independence! – Thompson Von Tungeln
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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Ka-Ching CPA TAX GUIDE – Are You Ready for Tax Season?
We have provided you with a guide to assist you when looking for the right professional to get the job done. These clients can help you with everything Tax related. Damon and George SimpsonProfessional Tax & Financial Services27451 Tourney Road, Ste. 160Valencia,...
Brian P. Jacobs and Andrew R. Muñoz Receive Promotions At Morgan Stanley Wealth Management
Morgan Stanley (NYSE: MS) has announced the promotion of two Financial Advisors in its Valencia, CA, Wealth Management office: Brian P. Jacobs promoted to Managing Director and Andrew R. Muñoz promoted to Associate Vice President.“Achieving this milestone is deeply...
Family Tax Inc Brings Personalized Service
Family Tax Inc proudly celebrated the grand opening of its new Stevenson Ranch office on January 29, expanding its trusted tax and financial services to better serve families and businesses throughout the Santa Clarita Valley. Long established in Lancaster, the firm...
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PO Box 801570
Valencia Ca 91380
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