Estate Planning

Estate Planning

Don’t let the Government become your Beneficiary!

Without proper Estate Planning, the Government could be the primary beneficiary of your estates and take as much as 50% of the value of your estate! With our expert Estate Planning, we can assist each person to significantly reduce or eliminate your estate tax.

Proper Estate Planning requires a team approach. Our firm will work with you and your attorneys, insurance advisors, and other financial advisors to create a comprehensive strategy to reduce your taxes, develop protection for your assets, and create a future for your family and heirs.

Vertical Advisors’ Estate Planning services focus on minimizing estate taxes while providing the client with strategies to obtain their goals. Our services include the following:

  • Structuring Family Limited Partnership (FLP’s), trusts and other related entities
  • Creating a holistic strategy that will encompass estate planning and income tax strategies to provide the maximum savings
  • Suggesting other strategies that may be optimal for the client

Call for an estate tax consultation today at 949-756-8080.

Featured Articles
Vertical Advisors continues to provide us with cutting-edge tax and business solutions, which consistently save us time and money. - Tim Devine, CEO
After spending thousands of dollars and time with prior accountants and not getting anywhere, Vertical Advisors was able to solve our problems and save us...
Vertical Advisors has provided us with an exceptional experience which is above and beyond the typical CPA or accountant. We are glad we found them...
My company has used Peters' services for the past two years and he has always provided accurate and up to date information, whether it be...
Peter and the entire staff at Vertical Advisors are professional, courteous and extremely knowledgeable in both tax preparation and business strategy planning...
Peter is a out-of-the-box thinker and very creative in finding solutions to business and tax challenges. - Kami Hoss Co-founder, The Super
Pete has always stepped up to the plate in helping us in everything from international tax help, corporate formation strategies and tax returns. - Brian Fargo
I am honored to write a recommendation for Pete. Pete was an outstanding manager and always treated everyone with respect. I really enjoyed my time...
Peter is a trusted CPA/Advisor who provides a unique, proactive and extensive approach to tax, business, finance and accounting solutions. He goes above and beyond...
Peter is an excellent advisor; I would not go anywhere else! He has immediate answers, which most guys in his field have to “get back...


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