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Estate Planning

Estate planning can be uncomfortable, complicated and costly, but it is imperative when you consider the substantial benefits to be received. Items to consider for a complete estate plan can be endless; Gift Planning, Estate Taxes, Probate Laws, Real Estate Ownership & Property Appraisals, Health Care Costs, Life Insurance Payouts, IRA’s, 401K’s, Annuities, Inheritance Tax, Funeral Costs etc.


Many of our clients find that when they begin the planning stages they have more questions than answers. At Kartchner & Associates we have experience providing qualified expertise to help you navigate all aspects of putting your estate in order and will provide answers to your questions that you can understand.


Whether you think your estate is straightforward or complicated we can make the process simple, thorough and complete. We work closely with the best estate planning attorneys in Orange County to develop a long term estate plan customized to fit your exact situation.


Call us today and you will see why our clients trust our judgment to take care of all their Estate Planning needs.

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