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Huntington Beach Estate Planning & Probate Lawyers

Huntington Beach Estate Planning & Probate Lawyers

Estate Planning & Probate Attorney Serving Huntington Beach, CA

Modern Wealth Law is an estate planning law firm that serves Huntington Beach individuals, families and business owners with their estate planning, trust and probate needs. The approach of our Huntington Beach estate planning attorney at Modern Wealth Law is simple: we listen. We listen to your estate planning goals, we learn about your family situation and understand your overall financial picture, so that we can prepare a customized estate plan to protect your family and your assets. Regardless of your situation, we have the estate planning & probate experience to guide you through the process your circumstance requires.

Our Experience Goes Beyond Estate Planning

Each of our attorneys has experience dealing with the unique issues specific to the residents of Huntington Beach. Estate planning requires the understanding of several different areas of tax, including:

  • Property Taxes, including HOA and Mello Roos issues
  • California State Income Tax
  • Federal Income Tax
  • Inheritance Tax
  • Federal Estate Tax

Many of these tax issues are specific to either Huntington Beach or California.

John L. Wong is a California Bar Certified Estate Planning & Probate Specialist and represents working professionals, business owners and high net-worth individuals in Huntington Beach to accomplish their estate planning goals. John has received recognition for his work with some of the most well-known estates in the country, including the Estate of Michael Jackson and the Estate of Britney Spears. John is also the commissioner of John Wayne Airport where he oversees all of the ongoing projects at the airport.

Anh P. Tran is both an estate planning attorney in Huntington Beach and financial planner. Anh previously provided financial planning, tax planning and estate planning advice to executives of Fortune 100 companies while working at Ayco, a Goldman Sachs company. Anh continues to provide financial planning and estate planning for the mass affluent and high net-worth individuals of Huntington Beach.

Modern Wealth Law continues to work closely with residents of Huntington Beach and Orange County.

Estate Planning Process and Documents

In order to most effectively design an estate plan for you, we take the time to learn about your family, occupation, businesses, financial outlook, and your estate planning goals, to create a customized estate plan that meets your needs. We have worked closely with several families living in Irvine to accomplish these goals. Our estate plans include the following documents, plus many others:

Contact Our Huntington Beach Probate Lawyers & Estate Planning Attorneys

If you live in Huntington Beach or your business is located here and you would like to learn more about our services, including living trusts, wills, probate administration and trust litigation, call us at (949) 371-5003 or email us by contacting John Wong, an Orange County estate planning lawyer at Modern Wealth Law.

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