(760) 946-2233

estate plans designed for

your peace of mind


Advanced Planning Issues

Depending on your wishes and the value of your estate, you may have the need for more advanced estate planning.

"An inheritance gained hurriedly at the

beginning will not be blessed in the end."

-Proverbs 20:21

Most inheritances are spent within the first 18 months of receipt. An IRA Inheritance Trust is an IRS-approved way to force your beneficiaries to "stretch out" your Individual Retirement Account.

For estates subject to federal and state taxes or those with philanthropic wishes, we will coordinate with your advisors regarding:

~ Credit Shelter Trusts

~ Charitable Remainder Trusts

- Charitable Lead Trusts

~ Irrevocable Life Insurance Trusts

Business Succession Planning

Whether you own a Sole Proprietorship, an LLC, or a Corporation, it's vital to understand the proper way to pass on the legacy you've created.  At ArchAngel Estate Planning, our experienced attorneys work with business owners to:

~ Pass your business to your loved ones without probate

~ Minimize tax liability when selling or passing businesses

~ Prepare a coordinated plan with your CPA and Financial Advisor

ArchAngel Estate Planning & Trust Services

16191 Kamana Rd. Ste. 202 ~ Apple Valley, CA 92307

Phone: (760) 946-2233 ~ Fax: (760) 946-2277

[email protected] ~ [email protected]