Los Angeles CPA Wealth Management

Trust and Estate Planning Services

estate planning

An estate plan plays an essential role in preserving wealth for the future and we specialize in trust and estate planning services for individuals and business owners. We employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets and that the funds will be transferred to them in an organized and timely manner. When we develop your estate plan, we'll tailor it to your desires, time frame, and financial situation to ensure it's a true reflection of your goals.

DiBernardo & Company, P.C. is devoted to delivering unparalleled customer service with a personal touch. We firmly believe that the most important step in designing an appropriate estate plan is listening, so we take the time to learn all we can about each of our clients before we start building their unique plan. We then outline an estate plan to match their particular needs and preferences, while protecting assets for their beneficiaries.

Our San Pedro, CA wealth management firm is deeply invested in upholding the fiscal interests of our clients and their families. Contact us at 424-570-5793 for a free consultation to learn more about our estate and trust planning services including estate tax returns, charitable giving, and more.

Estate planning and tax return services include:

  • Estate planning for individuals
  • Trusts
  • Charitable gifting
  • Trust and estate tax planning
  • Estate tax return preparation
  • Gift tax return preparation
  • Business succession planning
  • Review of wills, trusts, and other estate planning documents
  • Asset protection strategies
  • Estate administration and tax compliance