Our Firm is prepared to work very closely with individuals and families to identify and achieve their financial goals. We conserve and transfer family wealth, preserve family businesses, and maintain other assets—all while minimizing administration costs and taxes.
Our team is ready to assist you to plan estates and financial portfolios of all sizes and scopes. We monitor and track estate law changes and draw on considerable tax and accounting knowledge and expertise. This allows us plan for our clients’ finances with the greatest care, maximize return and meet our clients’ goals.
Our financial and estate planning services include:
- Revocable living trusts
- Wills with testamentary trusts
- Marital deduction planning
- Personal residence trusts
- Irrevocable life insurance trusts
- Gifts and charitable giving programs
- Generation-skipping transfer tax planning techniques
- Estate valuation freezing plans
- Analysis of available discounts in valuing business assets
- Family partnerships and limited liability companies
- Retirement funding
- Non-commercial or private annuities, grantor-retained unitrusts and annuity trusts
- Power of attorney and advanced health care directives
Why trust any other financial planner? Farivar Law Firm, APC can offer you a wide variety of financial services. Call us today at 818-796-2060 or 310-817-6770 for your tax and estate planning consultation.