Legacy Planning

Proper estate planning and legacy planning in San Diego is a crucial component to efficiently protecting and passing along your assets to your heirs. Whether it be to loved family members or to a charitable organization close to your heart, we want to help make sure the goals you have for the assets you have worked so hard to build get carried out as you intend.

Estate plans require a high level of attention to detail in order to efficiently minimize related taxes for your family, heirs, or charitable organization while avoiding probate. Even a small mistake can prove to be very expensive and potentially invalidate your legal documents. At Mercer Advisors, Formerly Epstein & White, we have the expertise in helping our clients create leverage to maximize the estate they leave behind. We also have extensive experience working with trusted CPAs and attorneys to help ensure these assets are passed as tax efficiently as possible while avoiding probate.