Estate Planning

Estate planning can be a very complex and costly task. Allow the professionals at our firm to help you with estate planning and answer the legal and financial questions you may have. Knowing your legal rights regarding life insurance, funeral costs, annuities, and 401k’s are only a small portion of the answers you need in order to make the right decisions. Every situation is unique, and we at Allen & Ortega would like to take the time to sit down and visit with you about your needs. Contact us to learn more.

We can help with:

  • Living trusts
  • Family partnerships
  • Charitable giving
  • Estate and trust tax preparation
  • IRS correspondence