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Clients We Serve
Whether you are a young family, established family, an elder family or a family in crisis, we have the ability and knowldedge to help you protect your most valuable assets, which is your loved ones. Keeping your hard earned money in the family or protecting a special need is what we do. We look forward to protecting your family too!
Young Families
Take a few moments to consider what’s your most valuable asset? The correct answer is your child or children. If you have young ones who are dependent on you, they need to be able to depend on something you in place in case you can’t be there.
Your children’s protection plan will provide for your children as you would see fit and work in conjunction with your inheritance plan. As a young family, you might not have many monetary assets and so you might not need a living trust. In your 20s or early 30s, a will is usually sufficient to distribute your assets according to your wishes.
Established Families
Once you are in your 30s and 40s you’ll notice that your family and finances are going to change. It is critical that your accompanying estate plan changes as well. Maybe you now own a home. Maybe you have children that you’re ready to send to college. Maybe you make a lot of money, but you’re in a risky business. Maybe it’s time to get out of the business.
If any of those situations apply to you, it’s time to reexamine your estate plan. A living trust is critical to avoid probate. YOU can prevent your family from going to court and YOU can ensure that your assets are distributed in a way that encourages your children to become responsible adults.
But all of your hard work at creating an estate plan won’t do you a lick of good if you have nothing to pass along, and for this reason, it’s might be time to examine asset protection. Asset protection involves shielding the things that you’ve spent your lifetime earning from creditors, debtors, and lawsuits.
If you are a business owner considering retirement, you’ll also need an exit plan so that in your absence your company remains as productive and profitable as it was during your presence. Business succession planning will ease the transition and allow you to get top dollar when you sell your business interest.
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ABOUT US
At C.S. Scarcella & Associates we are blessed to serve our clients with professioanlism and the care you deserve! We know an estate plan must adapt to the changing landscape of ongoing tax changes, and the different needs at different times in ones life. We use cutting edge planning tools to customize your estate plan to suit your unique needs at whatever stage of life you're in. From our exclusive Children's Protection Plans, to our Personal Asset TrustsTM, Living Trust PlusTM, and recorded Legacy Conversations we have you covered. Expect success because we regularly follow up to make updates. No other Will and Trust law firm offers this spectrum of services nor do any have the review process that we utilize.
REACH US
cs@scarcellaw.com
PHONE
(909) 265-7131
LOCATION
250 West 1st St., Suite 244
Claremont, CA 91711
FIND US
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