Estate Planning

Estate planning is one of the most important gifts you can give to your family. With a proper estate plan, your beneficiaries will know exactly what you want when you are no longer here to enjoy your possessions, and you have the opportunity to protect your hard-earned income from the greedy tax machine.

Yet understanding estate tax law is challenging, and that is why you need the help of a Pasadena estate planning attorney. The Law Offices of Raul M. Montes is ready to help you create an estate plan that protects your assets and reaches your finical goals, so you can be certain that your final wishes are carried out as you want them to be.

A Pasadena Estate Planning Attorney That Gets to Know Your Goals

When creating an estate plan, you need to consider all of your goals, both your current goals and your future goals, for your assets and income. You need to plan for the needs of your beneficiaries, the reality of taxes and the financial concerns you may face later in life. Raul M. Montes will take the item to get to know you on a personal level, understand your goals and aspirations, and help you create an estate plan that meets all of those.

The estate planning process begins with a careful evaluation of your needs and goals. This require time and personal attention from your attorney, and that is exactly what Raul M. Montes offers. He will take the time to talk with you, get to know you as an individual, and create a plan that is customized for your specific needs.

Creative Estate Planning Solutions to Protect Your Assets

One of the goals of estate planning is to set up the plan so that more of your income is protected from taxes at the end of life, and to provide funds for funeral expenses and other end-of-life costs. The right estate planning attorney will offer creative solutions to take care of both of these goals. With Raul M. Montes, you will have a customized estate plan solution that will keep your money and assets where they belong – with your family.

Estate Planning for Estates of All Sizes

Not all estates are large or complex, and many people mistakenly assume they do not need an estate plan if they do not have a large amount of wealth. This could not be further from the truth. Even a small estate requires a proper plan to protect the interests and safety of children and keep the estate out of probate courts.

No matter how large or small your estate is, contact the Law Offices of Raul M. Montes. Serving the people of San Fernando, San Gabriel, Los Angeles, San Marino and Pasadena, with personal, quality estate planning services, Raul M. Montes has the knowledge you need to craft the ideal estate plan.