Estate planning in California doesn't just involve the preparation of a will, trust, and powers of attorney for you. If you're a client with a high net worth, we at Wealth Strategy Counsel also have the ability to implement a plan to take into consideration the effect that estate taxes and transfer taxes can have on your death. I'm Lisa Allred and I'm a team member of Wells Strategy Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.
