INVESTMENT SERVICES

Estate Planning

Along with outright investment advice and services, our estate planning advisors in California, seek to implement any plan in the overall context of what is best for the estate, both currently and into the future. This might include working with your tax professional, or third party partners that we work with to maximize the efficiency of your estate plan.

Pacific Trust will focus our guidance toward retirement and income planning, asset protection and preservation, support for charitable causes and/or the efficient transfer of wealth to beneficiaries for the purposes of business succession, family legacy, long-term care planning or other considerations.

We work closely with our clients to make sure every consideration is given to their unique circumstances and tailor our advice to match their needs. Estate planning is a critical component of wealth management and we seek to aid in making it as seamless as possible.