Although it is not necessary to use an attorney when creating an estate planning strategy, even the Internal Revenue Service recommends that people discuss estate matters with an attorney or certified public accountant before making these important decisions.
As an attorney and certified public accountant, John R. Ronge has created wills and trusts that protect assets and maximize tax savings for people throughout Southern California for more than 30 years.
Our Beverly Hills Guardianship/Conservatorship Attorney Represents Clients in All Estate Matters
When planning estates for our clients, we carefully review their circumstances, listen to their concerns, evaluate their options and explain their choices. It's a relatively easy process that includes our recommendations about which estate strategy will be most effective in protecting and preserving their assets, while maximizing tax savings.
Additional services we offer our clients include:
- Pet trusts
- Guardianships
- Beneficiary deeds
- Conservatorships
- Powers of attorney
- Special needs planning
- Life insurance planning
- Charitable giving trusts
- Asset plans for children
- Family business planning
- Property ownership forms
- Estate strategies for Medicaid
- Family gifting recommendations
- Gift tax and estate tax savings strategies
- Trust administration and estate administration
- Preparation of gift tax returns and estate tax returns
We Help People Who Consider Their Time to Be as Valuable as Their Assets.
Some people enjoy spending a large amount of time researching the wide range of options available when planning their estate, but it can be challenging to apply that knowledge to create a strategy that will be most beneficial in their unique circumstances.
To discuss your circumstances with our lawyer, contact us to arrange a private meeting, free of cost or obligation. Los Angeles estate planning attorney and CPA John R. Ronge can explain your options and answer questions regarding effective, cost-efficient estate plans that protect assets and maximize tax savings.
