Estate planning
Retirement Services
Crafting Tomorrow’s Legacy
At Ivanoff Wealth Management Inc., our financial services encompass a range of areas, including estate planning, wills, and trusts. Our team is dedicated to providing information and guidance within the regulatory framework. We aim to assist clients in understanding the complexities of wealth management, facilitating the thoughtful transfer and preservation of assets. Whether you are planning for the future, considering family interests, or establishing a financial legacy, our services are designed to align with your financial goals. We are committed to offering reliable support and information in navigating the intricacies of estate planning.
The importance of Estate planning
Asset Protection and Distribution
Estate planning ensures the efficient and desired distribution of retirement assets, minimizing tax implications and legal complexities.
Financial Security for Survivors
Retirees use estate planning to secure the financial well-being of surviving spouses and dependents, providing for their future after the retiree’s passing.
Tax Burden Mitigation
Estate planning helps retirees minimize estate taxes through strategies like gifting, trusts, and tax-efficient investments, preserving more wealth for heirs.
%
of U.S. adults do not have a will or any form of estate planning in place
Contact Us
adress: 5252 Orange Ave #107
Cypress, CA 90630
Phone: (714) 553-1490
