ESTATE PLANNING

Los AngelesRiversideSan BernardinoOrange County - California

Personalized Planning & Peace of Mind

An Estate Plan is your personal plan to manage your money, property, and assets while you are alive and to distribute your money, property, and assets to your loved ones after you are gone.  

I have helped clients in Orange County and Southern California for over 2 decades to avoid the costs of probate, minimize estate taxes, and provide an orderly plan for the distribution of assets to their families and loved ones, and avoid potentially destructive conflicts among loved ones.

I understand the concerns of my clients, and work closely with them to design a custom estate plan just for them.   Call me directly at 1-714-385-0044 to schedule a free initial consultation.

Because your financial and family situation is unique to you, I work with you personally from the first consultation through to the completion of the estate plan.  My experience obtained from over 21 years of working with diverse clients from all walks of life allows me to provide my clients with practical solutions to their specific estate planning needs.

Located in Anaheim where the 5, 57 and 22 Freeways come together, I serve clients in Orange County, Los Angeles County, Riverside County, San Bernardino County, and throughout California.

 

Full Range of Estate Planning Services

Estate Planning is more than just Wills  and Living Trusts:  I provide my clients with the full range of estate planning services to help you control and preserve your wealth, including:

Living Trusts  &  Family Trusts

Wills

Durable Powers of Attorney

Advance Health Care Directives and Powers of Attorney for Health Care

Special Needs Planning

Pet Trusts

Business Planning

Business Succession Planning

Prenuptial Agreements

Trust Administration

Probate Administration

Estate and Gift Taxation

Estate Plan Reviews and Amendments

Trust Funding and Transfer of Assets

Protect Your Rights and Assets

The early stages of Estate Planning are critical. 

Call me directly at 1-714-385-0044 to schedule a free 30 minute in-office consultation

or email me

 

Maps & Directions

 

 Dwight Edward Tompkins,  Estate Planning Attorney

Orange County Family Trusts - Serving:  Anaheim, Mission Viejo, Newport Beach, Orange, OC, Placentia, Portola Hills, Rancho Santa Margarita, San Clemente, San Juan Capistrano.  Los Angeles County Family Trusts - Serving:  Bell, Bell Gardens, Downey, Long Beach, Paramount, Santa Fe Springs, Signal Hill, South Bay, South Gate, Whittier.  Riverside County Family Trusts.   San Bernardino County Family Trusts.

 

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