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FamilyCare™ Business Group
A Business Plan is an "Estate Plan" for your business and more than a signed stack of papers, filings, and set of instructions.
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FamilyCare™ Wealth Strategies Group
A Wealth Strategies Plan is an enlightened "Integrated Wealth Strategies" plan for you, your business, your real estate, and your family.
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FamilyCare™ Real Estate Group
A Real Estate Plan reviews and addresses your specific needs in ownership, asset protection, taxation, loans, use, and/or possible litigation issues.
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FamilyCare™ Estate Group
An Estate Plan is more than a set of instructions listing your assets and directing their distribution at death.
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FamilyCare™ Litigation Group
Estate Litigation is more than "Going to Court." Understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes... is just as important as the "Facts and Law."
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We take joy in serving the needs of our clients and look forward to speaking with you about how we may serve you and your family.
By combining your family's legal, financial, tax, philanthropic and business matters into a unified plan, Strazzeri Mancini LLP can:
- Increase your control over your affairs;
- Assure the continuance of your lifestyle and the protection of your assets
- Enable you to pass your values and work ethic to your heirs;
- Substantially reduce excise, gift, estate, income and generation-skipping taxes;
- Manage the value of your business interests; and
- Keep your affairs free from publicity and the costs and delay of probate.
What does my family need?
Different families have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life's important matters. Families of modest means need to provide for their physical and financial concerns, as well as long term care.
Families who are members of the great American middle class need to protect their hard-won assets, to use the tax laws to maximum advantage, and to ensure their children's inheritance.
Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members.
We collaborate with other attorneys, financial planners, accountants, stockbrokers, and insurance professionals in order to serve the specialized planning needs of individual families.
As a San Diego, California, Wealth Strategies Collaborative, we look forward to serving the needs of our clients and look forward to speaking with you about how we may serve you, your family, and your advisors.
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