Who We Are
TCP Wealth Management William A. Massarweh, Esq. Estate Transition Professional®
The fact of the matter is that for all of us, young and old alike, whatever size estate we have, our lives are in a constant state of "transition." Our assets are either growing or declining. The people in our lives are either in favor or in the dog house. The issues surrounding our working years, retirement years, and inheritance goals are being influenced either gradually over time, or suddenly from specific events. There is a growing need today for every American to build a long lasting relationship with someone who can help them with all their legal issues, investments, real estate, and certainly with their tax issues.
I am proud to say that I have provided my clients the best advice that any professional could possibly give, in part because the analysis of any problem, and the subsequent solution, is derived after an exhaustive consideration of the client's legal, tax, financial, charitable, and people issues, as they exist in conjunction with each other at that particular time in the client's life.
In today's turbulent and ever more complex world, these estate, financial, and tax issues seem to be changing more often, and with more gravity, given the nature of the world we live in today.
What We Do
- Drafting Wills and Trusts
- Probate Cases
- Trust Administration
- Trust Litigation
- Pre-Marital and Post-Marital Agreements
- Medi-Cal Planning
- Incorporation and Business Planning
- Capital Gains Tax Planning
- Estate Tax Planning
- Charitable Planning
- Private Foundations
Key Legal Services
Key Investment Advisory Services
- Fee Based Portfolio Management
- Retirement Planning
- Dealing with Company Retirement 401K plans
- Charitable Planning
- Private Foundations
Key Real Estate Broker Services
- Listings and Sale of Real Property
- Acquiring Real Property
- Tax Planning for Real Estate Investors