Family Wealth Preservation

Do you know that you can choose to leave none of your estate to the IRS? Did you know that most successful individuals work all their life to create an estate, but take little time to plan to protect it? Do you know that by choosing the above, you can actually leave more to your family? How would you like to leave a family legacy that lasts generations? Has your family been trained to receive the estate that you have worked hard for? Would you like to find out how to reduce your estate but retain all the control you have now?

Richard J Artis II , has been helping families achieve their goals for over 20 years. As president of Artis, Hare and Company, Inc., he has created strategic alliances with some of the most qualified advisors in the state. Specifically, Ross Hoffman, of Hoffman and Associates in Ventura, California, has worked with some of our largest estates. He is recognized throughout the state as an expert in charitable planning and family wealth transfer issues. Our team approach is designed to provide exceptional service to our large estate clients.

Artis, Hare and Company, Inc. can help you: estimate the value of your estate; determine the estimated estate tax consequences; and develop a specific plan suited to you and your family.

  
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