For more than 30 years, Californians have relied upon the skill and knowledge of attorney and certified public accountant John R. Ronge to help them maximize their assets, as well as their tax savings. There are numerous tools, such as wills and trusts, that can accomplish these objectives, but skillful tactics are the key to success.
Our goal is to get your finances in order and protect your assets, so you can feel confident about your future. As soon as you contact us, we can get started.
The most common types of trusts includes living trusts, revocable living trusts, irrevocable life insurance trusts, special needs trusts, credit shelter trusts, generation-skipping trusts, qualified terminable interest property trust (QTIP) and charitable trusts.
Trusts can be complicated, but very effective tools to protect estate assets from taxes, creditor claims and distribution to unintended parties such as a former spouse. Some people believe that trusts can be expensive to establish, but under certain circumstances, the benefits can outweigh the costs.
Wills are a more affordable option to control the distribution of your assets to heirs and beneficiaries, upon your death. Unlike a trust, a will allows you to name the person who should serve as the guardian to your minor child.
There are numerous factors to consider when making estate decisions, and there are hundreds of books, websites and seminars that entice people into trying to save money by choosing the do-it-yourself alternative.
When people ask us why they should hire us, our short answer is: If all goes well, you have probably saved some money, but it's highly likely that you have spent a considerable amount of time learning how to create a will or trust. Is that the best use of your time?
We Help People Who Consider Their Time to Be as Valuable as Their Assets.
Our cost-efficient approach begins with an in-depth discussion of your needs and your expectations. Then, we analyze your current circumstances and research the alternatives that will achieve your objectives, while minimizing taxes and risk. Our personal service and attention to detail ensures that the strategic plan we create for you will meet or exceed your expectations.
Our Beverly Hills Advance Health Care Directive Attorney Also Handles Powers of Attorney, Guardianships and Other Estate Tools
There is a common misconception that these types of estate tools are used only by people who need to plan ahead because they have a terminal illness, a minor child or a special needs child.
On the contrary, we draft these documents for people who want to remain in control of their lives by making decisions now that will indicate their wishes for their future, in the event they are unable to do so.
As a lawyer and certified public accountant, John R. Ronge can advise you regarding the legal and financial pros and cons of the estate tools that you can choose from to serve your needs.
To arrange a free, initial evaluation with our Los Angeles wills and trusts attorney, please contact us. You are under no obligation to retain our services.
Attorney Ronge offers free, initial consultations at off-site locations for those who are incapacitated or elderly.
For your convenience, evening or weekend appointments can be arranged.
