Estate Planning
Estate Tax Reduction in Monterey, California
Every parent would prefer seeing their children or a charity inherit their estate with little or no taxes. Ms. Silver can plan an estate to reduce the estate taxes and still meet the family goals of inheritance, control, and asset protection. She can implement a myriad of strategies from the most simple will or trust to charitable strategies, such as Charitable Remainder or Lead Trusts, or other more complicated strategies to achieve her clients’ estate planning goals.
- Estate Planning
- Reducing Estate Taxes
- Wills and Trusts
- Charitable Strategies - including Charitable Remainders and Lead Trusts
Call for an appointment to discuss your estate planning needs.
(831) 375-3030
What Clients Say
From: Janet Shelton
Re: Estate Trusts and Tax Preparation Services
“Our family has been using the estate and tax services of Lori Silver for many years. She has been instrumental in establishing family trusts and assisting us with annual tax return preparation. In addition to her excellent legal skills, she and her staff are caring individuals who always make us feel welcome each time we visit.” — Janet Shelton
From: Jane Deuber, Business Consultant, Author and Coach
Re: Estate Planning and Trust Services
“We are so thrilled with our association with Lori Silver and her team. In addition to helping us handle all of our trust needs, she has been a wealth of information and advice on how to protect our estate. What's also important to us is the care and understanding she showed during the process, making what could be an awkward and difficult process, easy and enjoyable. I would never think of putting my trust in anyone else besides Lori.” — Jane Deuber