Estate Planning

Planning how to properly protect, preserve and pass along your estate to your heirs is one of the most vital components of your overall financial wellbeing. will work with you to customize a strategy to meet your long-term goals and needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you originally planned, my403bCoach will work with you in planning today and with your heirs in executing future strategies.

IRA Legacy Planning

IRA legacy planning is an important planning strategy that helps secure how you will pass along your hard-earned retirement savings to your family and/or friends upon your passing, giving your accounts protection from the IRS. can show you how to leave a legacy to your children, grandchildren and great-grandchildren, with very little tax due.


Living trusts allow you to retain control of the trust while living, pass on guardianship if ever you become incapacitated or unable to make decisions for yourself, and eventually transfer the trust onto your heirs without the hassle of probate. Should you wish to integrate this simple method of passing your estate to your loved ones, please contact to learn more or to schedule an appointment with our estate planning experts.

Life Insurance

Life insurance is an estate planning tool that can be used to provide your family with the financial security they will need in the event of you or your spouse's passing. Whether you look to give your family an immediate source of income or to reconcile your outstanding debt, can assist you in adding a life insurance component to your estate portfolio.


Also known as the process of proving a will to be true, probate requires that your estate, assets, and debt become finalized under legal supervision. Probate can be a lengthy, complicated, and burdensome process for your heirs. may assist you in mitigating this process by applying probate estate planning strategies to your financial portfolio.

Charitable Giving

Charitable giving is not only a gracious act – in that you're doing good for others – but can also be considered "doing good" for your financial wellbeing. can help you integrate a charitable giving strategy into your portfolio, and thus help you minimize your estate and income taxes.

To learn more about our estate planning services or to schedule a free, no-obligation consultation, call us at: ( 714) 639-3234 or Click Here.

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