Your future’s best ally.
Estate Planning and Legal Services
Financial and legal questions often overlap—so your advisor needs to be well equipped in both areas. TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and run by Jeremiah Lee, a California licensed attorney. He provides seamless services to clients needing both financial and legal support, focusing on estate planning and business transactional law.
Why Estate Planning is Important
Making sure your assets are used how you desire as you age, controlling who gets your assets after you die, avoiding Probate, establishing your legacy, setting your family up for success, and being efficient with taxes are just a few reasons you likely need to develop an Estate plan. In 2025, the current estate and gift tax exclusion of $12.92 million will sunset under the Tax Cut and Jobs Act. Without proper estate planning, you and your family might be stuck paying higher taxes than needed. Whatever your future holds, a proper estate plan is essential.
What we can do for you
Explore our estate planning solutions to protect your legacy—details below. For services tailored to business owners, check out TriCord Legal Services.
Estate Planning
- Living Trusts
- Special Needs Trusts
- Wills
- Powers of Attorney
- Advanced Health Care
- Directives
- Asset Protection
