Estate Planning
Leave a Legacy You’re Proud of with Estate Planning in Redondo Beach
“The sooner we learn to be jointly responsible, the easier the sailing will be.”
– EDNA MAILLART
Estate Planning in Redondo Beach
There was a time when trustee services were provided by your local banker, someone who you and your family knew personally. This local banker was often involved in the planning and the legal documentation process. Unfortunately, such relationships are rare in today’s era of multinational mega-banks. It is complicated because typical estate planning in Redondo Beach—and everywhere—focuses more on one-time document preparation rather than ongoing estate planning conversations.
It is more important than ever to work with a professional trust lawyer and trustee whom you have a relationship with, who is accessible to all beneficiaries, and can help you and your heirs navigate financial decisions. Learn how Navigoe brings together the relationship of the traditional community banker with the expertise and resources of a modern estate planning firm in Redondo Beach.
Estate Planning in Redondo Beach
Navigoe provides a wide range of estate planning services while partnering with all the professionals involved in your estate planning and administration. Our team can serve several roles depending on the level of service that you require.
WEALTH ADVISOR
Coordinates the relationship and activities between you, your beneficiaries, your attorney, and your accountant.
Provides investment counsel following your trust document, while incorporating tax and estate planning strategies
Helps to establish multigenerational estate planning strategies
DOCUMENT CREATION IN COLLABORATION WITH A TRUST LAWYER
Draw up wills, trusts, powers of attorney and healthcare powers by partnering with Navigoe and a trust lawyer
Customized documents in a timely manner, usually under two weeks
Cost-effective solutions with easy and affordable ability to modify documents
PROFESSIONAL TRUSTEE
Navigoe Professional Fiduciary service
Serves as a trustee that’s bound by the terms of your trust and has a fiduciary responsibility to administer them as written
Performs administrative duties, such as distributions, tax reporting and bill payment
The Value of Using Navigoe Professional Fiduciary
FAMILY UNITY
Minimize personal issues that commonly arise when one child or family member is put in charge of administering the trust, helping preserve harmony and relationships.
REGULATION
Protect your wealth, and maintain compliance with internal auditors, outside auditors and government regulations.
EXPERIENCE
Leverage our trust administration and investment management expertise to manage your trust efficiently and effectively.
OBJECTIVITY
Maintain fairness by administering the trust as it was written and avoid the pressure of favoring one class of beneficiaries over another.
Other Services
COMPREHENSIVE WEALTH MANAGEMENT
Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.
INVESTMENT
CONSULTING
Protect and grow your wealth with a partner who carefully manages your portfolio, minimizes risk and maximizes returns.
TAX
PLANNING
Develop an integrated tax strategy to minimize taxes over your lifetime and beyond.
Take the Next Step in Your Financial Journey
Get in touch to tell us more about your plans and see if we are the right co-captain for you.