Most people are unaware of the financial burden they unknowingly bestow upon their family when they pass. Jarus Wealth Advisors LLC takes a comprehensive approach to wealth planning which considers the potential liability caused by estate tax.
We work closely with estate planning attorneys in Orange County and can work with your estate planning attorney if you already have a trusted advisor. We can assist in planning the details of how the distribution of your assets and property should be handled. We can also work to ensure that your estate plan accounts for any charitable giving you wish to make. We will work with you and estate planning attorneys to ensure we have crafted the most tax efficient transfer of your assets.
The transfer of your wealth is a very personal matter and is something we feel should be handled delicately yet thoughtfully with all planning necessary to ensure an orderly distribution of your estate.
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Jarus Wealth Advisors LLC
7545 Irvine Center Drive, Ste. 200, Irvine, CA 92618
Phone: (949) 556-3669