Our firm is dedicated to provide you with the most current tax advice on an on-going basis.  However, providing advice for today is not enough.  We also work with you to protect what you are building today.  It is important to us that the assets you accumulate end up where you intend them to be…….with your loved ones.    

Clare & Storey would like to prepare the best estate planning strategy for you.  We do not practice law.  But we will work closely with your attorney to assure that all your financial desires are crafted in the appropriate legal documents.   Let us help you preserve and protect your assets.   

We offer you the following services to accomplish these goals:

Wealth preservation strategies

• Family-Owned business succession planning
• Family-trust planning
• Charitable-remainder trusts
• Retirement Planning
• Estate and Gift Tax Planning
• Insurance Needs
• Stock Option Analysis
• Cash Flow and Budgeting
• Education Funding
• Establishment of Various Trusts

For a personal review of your existing estate plan or to create an estate
plan, contact Clare & Storey at 415-394-0880.