Build a Legacy for Your Family
We work with our corporate partner, Law Office of James F. Roberts & Associates, to consider your estate planning needs and help you establish the right type of trust with potentially greater tax advantages. We develop strategies with your wealth and tax plans in mind to ensure that your legacy maintains its impact for you and your family.
Our In-Depth Estate Planning Offerings
Asset Titling & Trusts Administration
We ensure your assets are titled correctly and help you decide which trust is right for you.
Trust Administration
Need a revocable living trust or want to set up a special needs trust? We help you avoid probate issues and can look for opportunities to minimize estate taxes for your beneficiaries.
Gifting Strategies
We’ll assist you with organizing your affairs and leave gifts to the organizations or causes that matter most to you.
Preserve Your Legacy with Chatterton & Associates
We work with our corporate partner, Law Office of James F. Roberts & Associates, to consider your estate planning needs and help you establish the right type of trust with potentially greater tax advantages. We develop strategies with your wealth and tax plans in mind to ensure that your legacy maintains its impact for you and your family.
Serving Orange County and Surrounding Areas
We’re proud to serve individuals and their beneficiaries in and around the Orange County area with their estate planning needs. If you live or operate in or near any of the following cities, we’re here for you:
- Anaheim
- Yorba Linda
- Santa Ana
- Tustin
- & Surrounding Areas
These are the areas that we primarily serve, however, we do serve clients outside of these cities as well as out of state clients.
Frequently Asked Questions
Successful estate planning should be integrated with your wealth and tax in mind. We recommend setting up a complimentary consultation with us to ensure your assets are properly inventoried, your beneficiaries are accurately named, and much more.
A good rule of thumb is to have a thorough review every 3-5 years, and we recommend updating your advisors anytime there is a major lifestyle change or event.
The type of trust you select depends on your personal financial and familial situation. We can help you decide whether you want to preserve your assets in a business entity, need a revocable living trust or special needs trust, pet trust, or gifting strategies that will help you maintain your legacy.
Let Us Help You Build Your Legacy
Our comprehensive estate planning services can help provide financial security for generations to come. Contact us today to get started.
