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626.300.9000

Estate Planning

Leave a legacy, not taxes to pay.

Assigning next-in-line ownership to your possessions is stressful. Deciding who gets the cars, the house, the heirlooms and the rest of your estate can create tension and strain a family’s dynamic. Despite the weighted choices involved, estate planning is an important and necessary duty of the family patriarch or matriarch.

The last thing you should worry about while making difficult inheritance decisions is burdening your family with taxes. You want to leave your loved ones with your estate, not high-cost estate taxes to pay to the government. Prestige Estate Planning can be used to finance the cost of these taxes, so your family and friends will not have to pay them. They will get all of their inheritance, what is rightfully theirs.

The Prestige Estate Planning Strategy is uniquely financed to offer you benefits you won’t get with any plan like it. Tax-free withdrawals and no premium checks required from you are a few of the ways we make it easy on your end. These benefits extend to your family as well. Because we tie our cash value crediting methodology to market gains, there’s huge upside potential for your benefactors to receive even more money than just covering the estate taxes. Decreasing market returns halt at 0%, so you can rest easy knowing that your family will be taken care of no matter what.

Planning an inheritance is stressful enough. Ensure that your family doesn’t have to worry about paying any taxes on their inheritance by financing your money with The Prestige Strategy.

Talk to an Expert Today

Schedule a one-on-one consultation with one of our team members to hear more about The Prestige Strategy and how you can protect your family’s inheritance.

Our Locations

Main Office (Alhambra)

16 N. 2nd Street
Alhambra, CA 91801
Main office: 626-300-9000

Diamond Bar Office

556 N. Diamond Bar Blvd, Ste.211
Diamond Bar, CA 91765
Main office: 909-396-0822

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.