North Hollywood, CA Estate Planning and Sell Agreement Specialists

This is the place to be if you are interested in estate planning as a North Hollywood, California resident. Everyone should have an asset transfer vehicle in place like a last will or a trust, and it is important to prepare for possible incapacity through the execution of durable powers of attorney and a living will. This being stated, high net worth individuals have a more complicated set of concerns. There is an estate tax on the federal level, and it carries a whopping 40 percent maximum rate. It is applicable on asset transfers that exceed $11.2 million at the time of this writing.

If you are in this bracket, you have to take steps to gain estate tax efficiency so you can preserve your legacy for the benefit of your loved ones. Our North Hollywood, California estate planning experts can help you do just that. In many cases, an irrevocable life insurance trust will be the right choice, and we can provide a detailed explanation if you are interested.

North Hollywood is a very interesting part of Los Angeles with some major attractions. The Academy of Television Arts and Sciences is located in the neighborhood, and it is also the home of Pierce Brothers Valhalla Memorial Park. A number of notable people have resided in this section over the years, including legendary cowboy actor Gene Autry and actress Dorothy Lamour. We enjoy working with locals, and we will always be here for you anytime you need estate planning in North Hollywood, California.

Medicare Supplemental Insurance

Medicare supplemental insurance is another form of coverage that we can obtain for our clients. This is something that you should take into consideration, because there are many different out-of-pocket costs that must be paid, even if you are enrolled in the Medicare program as a senior.

Financial Planning and Education Savings Plans for North Hollywood, CA Residents

Everyone should have a sensible financial plan in place, and financial planning is a major area of expertise for our agents. Plus, if you are interested in developing an education savings plan, we can help you map out the ideal strategy.

Business Insurance

We proudly serve members of the local business community. If you need business insurance in North Hollywood, California, get in touch with us and we will take care of the rest.

Now Is the Time for Action!

We are here to help if you need business insurance, financial planning services, Medicare supplemental insurance, or a North Hollywood, California estate planning resource. You can get in touch with us by phone right now at 855-966-6884 and we will get you the coverage you need at a price you can afford.