16909 Via De Santa Fe,
Rancho Santa Fe,
We focus on helping our clients fulfill their hearts' desires, realize their dreams and leave meaningful legacies. Sophisticated estate planning that includes asset protection, gifting strategies and charitable planning is essential to successful wealth management.
Nothing is sure except death and taxes. Taken together, the two can take a large bite out of your wealth, regardless of the size of your estate.
Wealth Advisors partners with legal and tax advisors who are experts in current tax and estate regulations to develop an estate plan dictated by your personal and business goals, as well as keep you abreast of how constantly changing income and tax laws affect your plan.
Leaving A Legacy
Charitable giving is one of the most powerful estate planning tools available. Your support of foundations and charities through endowments and trusts is a powerful statement of your values and hopes.
Wealth Advisors specializes in showing you how to leave a legacy for the less fortunate while at the same time addressing your retirement and estate plans. Not only do charitable gifts of cash, stocks and bonds receive tax deductions, they may also generate income to replace the value of the gifted asset for your heirs.