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Estate Planning Strategies

Client Centered

Many people desire the orderly transfer of the wealth they have accumulated over their lifetime to their beneficiaries. However, we have found that many of our clients do not have an estate plan.. We believe the primary goal of estate planning is to protect and preserve your family legacy, not to protect and preserve family assets.

At Pacific Coast Wealth Strategies, we assist clients in designing and implementing effective strategies to provide a legacy for the living. At every step of the way, emphasis is put on reducing complexity and preserving the overall objective of proving a tax efficient legacy.