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Comprehensive Guide to Estate Tax Planning in West Rancho Dominguez
Navigating estate taxes in West Rancho Dominguez requires careful planning and a clear understanding of how federal rules interact with California law. LA Estate Plans focuses on wills, trusts, and probate matters to help residents preserve their assets and guide transfers to heirs. This guide explains the options available for minimizing tax exposure, structuring inheritances, and protecting legacy plans for family members. By reviewing asset titles, beneficiary designations, and potential tax liabilities, West Rancho Dominguez residents can make informed decisions that align with personal goals and the state’s legal framework.
Estate tax planning is about protecting the value of what you leave behind and ensuring your wishes are followed with as little friction as possible. For West Rancho Dominguez homeowners, business owners, and families, planning addresses potential federal estate tax exposure, distribution timing, and probate avoidance. LA Estate Plans offers clear, practical guidance to evaluate assets, consider trusts, and implement gifting strategies when appropriate. A thoughtful plan can reduce administration time, preserve more for beneficiaries, and provide clarity for loved ones during difficult times, all while complying with California requirements.
Why Estate Tax Planning Matters for West Rancho Dominguez Families
Effective estate tax planning helps minimize the financial and administrative burdens your family may face after your death. For residents of West Rancho Dominguez, proper planning can reduce federal tax exposure, limit probate costs, and make distributions more efficient. Planning also allows for orderly transfer of business interests, real estate, and personal property while supporting charitable goals or providing for minor children. Clear documents and thoughtful arrangements help reduce disputes and ensure that your intended beneficiaries receive the greatest possible benefit from your estate.
About LA Estate Plans and Our Work in West Rancho Dominguez
LA Estate Plans serves the West Rancho Dominguez community with a focused practice in wills, trusts, and probate. The firm assists clients in assessing their assets, developing tax-aware strategies, and preparing documents that reflect individual preferences and family dynamics. Attention to detail, clear communication, and practical planning guide each matter from initial review through document signing and safekeeping. Residents can rely on local knowledge of Los Angeles County procedures and California law to ensure plans are enforceable and effective when they are needed most.
Estate tax planning involves examining the full scope of your assets, liabilities, and legal documents to determine potential tax outcomes and devise lawful strategies to preserve value for beneficiaries. In West Rancho Dominguez this means balancing federal tax considerations with California practice, reviewing asset ownership, and planning for transfer mechanisms such as wills, revocable and irrevocable trusts, beneficiary designations, and lifetime gifts. Each tool has different effects on tax exposure, control, and access to assets during life and after death, so a careful review produces the plan that best matches personal goals and family needs.
A comprehensive review addresses not only tax outcomes but also timing and administration of distributions, the roles of fiduciaries, and contingencies for changing circumstances. This includes evaluating retirement accounts, real property, business interests, and digital assets to identify efficient transfer paths. Documentation is tailored so that transfers occur smoothly, minimize delays, and limit court involvement where possible. Regular updates are also part of good planning to reflect life events, shifting financial situations, and changes in applicable laws that may affect estate tax exposure or distribution preferences.
What Estate Tax Planning Means and How It Works
Estate tax planning is the process of arranging legal and financial affairs to reduce tax liability and ensure assets are distributed in line with the owner’s wishes. It includes preparing wills and trusts, reviewing titles and beneficiary designations, and implementing gifting strategies when appropriate. The goal is to structure transfers so heirs receive intended benefits with minimal tax erosion and administrative delay. For West Rancho Dominguez residents this often involves combining federal planning techniques with careful use of California-friendly documents to achieve efficient, predictable results for families and businesses.
Key Elements and Processes in an Estate Tax Plan
A solid estate tax plan typically includes clear wills, appropriate trust structures, beneficiary designations, powers of attorney, and healthcare directives. It also requires an inventory of assets, an assessment of potential tax liabilities, and decisions about fiduciaries and trustees to oversee distributions. Processes include initial fact-gathering, drafting documents, reviewing tax-saving strategies such as lifetime gifting or trust design, and implementing safekeeping and execution procedures. Periodic reviews ensure the plan remains aligned with changing laws and personal circumstances in West Rancho Dominguez.
Key Terms to Know in Estate Tax Planning
Understanding common terms helps demystify estate tax planning and empowers clients to make informed choices. This glossary covers the basics you are likely to encounter when planning your estate in West Rancho Dominguez. Knowing definitions and practical implications for each term makes it easier to evaluate options like trusts, wills, probate, and tax exemptions. Clear terminology reduces uncertainty and helps families communicate intentions effectively when arranging transfers and making long-term plans.
Estate Tax
Estate tax refers to a tax on the transfer of a deceased person’s assets to heirs and beneficiaries, calculated on the value of the taxable estate after allowable deductions. Federal rules determine when an estate is large enough to face tax liability, while California currently does not impose a separate state-level estate tax. The taxable estate can include real estate, investment accounts, business interests, and other valuables, with debts and allowable expenses subtracted before applying exemption thresholds and tax rates under federal law.
Trust
A trust is a legal arrangement where one person or entity holds assets for the benefit of others according to specified terms. Trusts can be used to control distribution timing, protect assets from probate, and in some cases reduce taxable estate value. Different types of trusts serve different goals, such as revocable trusts for flexibility during life and certain irrevocable trusts for asset protection or tax planning. Trusts also name fiduciaries who manage assets and carry out distribution instructions for beneficiaries over time.
Will
A will is a legal document directing how a person’s assets should be distributed after death, and it can appoint guardians for minor children and name the executor who administers the estate. While essential to record clear intentions, a will alone may not avoid probate and usually does not address tax reduction in the same way trusts can. Wills work with other planning documents to provide a comprehensive approach to asset transfer, ensuring that leftover property and contingencies are managed according to the decedent’s wishes.
Probate
Probate is the court-supervised process for validating a will and administering a deceased person’s estate, which can involve inventorying assets, paying debts, and distributing property to beneficiaries. The probate process can add time and administrative expense, and in some situations public records may disclose estate details. Many estate plans aim to minimize or avoid probate through trusts, beneficiary designations, and proper titling of assets so transfers occur more privately and efficiently, reducing delays for West Rancho Dominguez heirs.
Comparing Options: Simple Plans Versus More Detailed Strategies
Different approaches to estate tax planning range from basic wills to combined trust and gifting strategies. A simpler plan may suit someone with modest assets and straightforward family circumstances, while more detailed planning helps those with larger estates, business interests, or blended family arrangements. Each option involves trade-offs in cost, control, privacy, and tax outcomes. Comparing these approaches involves assessing asset composition, goals for heirs, potential tax exposure, and the desired level of ongoing control over distributions and fiduciary responsibilities.
When a Basic Estate Plan May Be Adequate:
Modest Estate Size
If your estate is relatively modest in value and your family structure is straightforward, a basic will combined with appropriate beneficiary designations can provide clarity and efficient transfer of assets. For West Rancho Dominguez residents with limited assets, this approach reduces complexity and administrative cost while ensuring heirs are identified and your final wishes are recorded. Periodic reviews keep the plan aligned with life events and changes in asset holdings so it continues to meet basic goals without unnecessary complexity.
Simple Family Situations
When family relationships are uncomplicated and there are no significant concerns about creditor claims or contested inheritances, a limited planning approach can be effective. This typically involves a straightforward will, durable powers of attorney, and healthcare directives to cover decision-making if you become unable to act. Maintaining clear beneficiary designations on retirement accounts and life insurance supports a smooth asset transfer, reducing the need for more advanced structures in many common situations.
When a Thorough Estate Tax Plan Is Recommended:
Complex Financial Circumstances
For households with diverse assets, business ownership, or significant retirement accounts, detailed planning can help reduce tax exposure, coordinate succession, and protect family wealth. In such cases, trust structures, gifting strategies, and tailored fiduciary arrangements work together to address valuation, liquidity, and transfer timing issues. A comprehensive plan evaluates how each asset is titled and whether transferring interests during life or after death better achieves the owner’s goals and preserves value for beneficiaries in West Rancho Dominguez.
Need for Beneficiary Protection
When beneficiaries require protection from creditor claims, poor financial decisions, or uneven distributions among family members, more detailed planning provides controlled mechanisms for distribution. Trust provisions can set conditions, stagger distributions, or appoint trusted fiduciaries to manage assets for minors or vulnerable beneficiaries. These structures help ensure intended uses of assets, reduce the risk of disputes, and provide a stable framework for long-term wealth transfer that aligns with the grantor’s wishes and family needs.
Benefits of Taking a Full, Coordinated Planning Approach
A comprehensive estate tax plan can preserve more of an estate’s value for heirs by using legally available strategies to limit tax exposure and administrative costs. It also provides greater certainty about how assets are distributed, who will manage them, and when distributions will occur. For West Rancho Dominguez residents with significant assets or complex family situations, the added planning effort can reduce the risk of disputes and delays and ensure that charitable and family goals are met without unintended tax consequences.
Comprehensive planning also supports continuity for businesses and ongoing financial responsibilities by establishing clear succession arrangements and liquidity solutions where needed. Properly designed documents and titling reduce the chance that assets become entangled in court processes, and trust structures can provide privacy and direct control over distribution timing. Overall, a coordinated approach aligns legal documents, tax strategies, and fiduciary roles to deliver efficient transfer and long-term protection for beneficiaries.
Tax Efficiency and Value Preservation
Careful planning leverages exemptions, deductions, and legal transfer techniques to reduce taxable estate value where appropriate while remaining compliant with federal law. This can include lifetime gifting, trust design, and timing decisions that lower the estate subject to tax. The goal is to preserve as much value as possible for heirs, minimize administrative burdens, and align distributions with long-term family objectives. Thoughtful tax-aware strategies can materially affect the amount ultimately available to beneficiaries.
Asset Protection and Smooth Transfer
Using trusts and proper asset titling helps protect property from probate delays and can shield certain assets from creditor claims in appropriate circumstances. These measures help ensure beneficiaries receive assets in the intended manner and timeframe, and they create a predictable mechanism for managing and distributing wealth. For families in West Rancho Dominguez this means reduced administrative disruption, increased privacy, and a clearer plan for passing on homes, businesses, and retirement accounts to the next generation.
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Practical Estate Tax Planning Tips for West Rancho Dominguez
Review Your Estate Plan Regularly
Life changes and shifts in asset values make periodic reviews essential to keeping an estate plan effective. Events such as marriage, divorce, births, inheritances, or business sales all affect how assets should be distributed and whether existing documents still reflect current wishes. Regular review helps identify outdated beneficiary designations, changes in account ownership, and opportunities to improve tax efficiency. Scheduling a review every few years or after major life events ensures documents remain aligned with personal goals and legal developments that could affect distribution outcomes.
Consider Trusts for Asset Management
Understand State and Federal Tax Differences
California does not currently impose a separate state estate tax, but federal estate taxes may apply depending on the size of your estate. Awareness of the interaction between state procedures and federal tax rules is important when deciding whether to use trusts, lifetime gifts, or other tax strategies. Understanding exemption levels, filing requirements, and the timing of transfers helps craft an efficient plan. Reviewing these topics with a knowledgeable planning service ensures your approach addresses both tax exposure and practical administration concerns.
Reasons to Prioritize Estate Tax Planning in West Rancho Dominguez
Estate tax planning protects what you have worked to build and helps ensure your wishes are carried out with minimal uncertainty and delay. Without planning, estates risk unnecessary tax exposure, probate delays, and potential disagreement among heirs. Prioritizing planning today can reduce costs and complications later, provide clarity about fiduciary roles, and ensure minor children or dependents are provided for. Thoughtful planning also supports charitable goals and helps families transfer business interests smoothly.
Starting the planning process early provides more flexibility and a wider range of options to manage taxes, address family needs, and protect assets. Early action allows for lifetime gifting, trust funding, and succession preparations that can be more effective than last-minute arrangements. Regular attention also keeps the plan current with shifting property values and family changes. For West Rancho Dominguez residents, a proactive approach is the best way to preserve value and provide peace of mind for both the planner and their loved ones.
Common Circumstances That Call for Estate Tax Planning
Certain life situations commonly trigger the need for a careful estate tax plan. These include the accumulation of significant assets, ownership or sale of a business, blended family dynamics, or changes in health. Each scenario raises unique questions about tax exposure, distribution priorities, and fiduciary selection. Addressing these issues with a coordinated plan reduces the chance of unintended distributions and helps ensure that assets pass according to your wishes, with appropriate protection and timing considerations.
Accumulation of Significant Assets
When asset values rise or diverse holdings accumulate, the potential federal estate tax exposure increases and requires a review of planning strategies. This may include analyzing opportunities for gifting, trust-based arrangements, or other transfer techniques that preserve value for heirs. Evaluating liquidity needs, potential tax burdens, and distribution goals ensures that high-value estates are structured to minimize administration delays and maximize the benefit passed to beneficiaries, while also addressing ongoing family and financial responsibilities.
Business Ownership and Succession
Owning a business adds complexity to estate planning because succession, valuation, and continuity issues must be resolved in a way that supports both the business and the owner’s family. Planning addresses how ownership interests will transfer, who will manage the enterprise, and how liquidity needs for tax or buyout obligations will be met. Tailored arrangements can provide for a smooth transition of leadership, protect the business value, and ensure beneficiaries receive fair and practical outcomes consistent with the owner’s long-term intentions.
Blended Families and Complex Dynamics
Blended families often require more careful structuring to balance the interests of current spouses, children from different relationships, and other heirs. Trust provisions, conditional distributions, and clear instructions help avoid disputes and ensure assets are allocated as intended. Addressing these dynamics in advance prevents uncertainty and supports family harmony by making intentions explicit, establishing fiduciary oversight, and setting distribution terms that reflect both current relationships and legacy priorities.
We Are Here to Help West Rancho Dominguez Residents
Why Choose LA Estate Plans for Estate Tax Planning
LA Estate Plans focuses on delivering clear, client-centered planning in West Rancho Dominguez that reflects the unique needs of families and business owners. The firm stays current with California procedures and federal law to provide accurate guidance on structuring transfers, selecting fiduciaries, and implementing tax-aware strategies. Our process prioritizes open communication so clients understand options, potential trade-offs, and practical steps for protecting assets and arranging transfers.
Clients appreciate a practical approach that combines careful document drafting with attention to real-world administration and successor planning. We work to make complex decisions more manageable by explaining how different tools—such as trusts, wills, and beneficiary designations—affect tax outcomes and distribution mechanics. The goal is to build a plan that fits your family’s values and financial situation while minimizing unnecessary costs and delays during administration.
Our team assists at every stage from the initial asset review to plan execution and safekeeping of final documents. We also recommend a review schedule to keep plans current with life changes and legal updates. For West Rancho Dominguez residents seeking clarity and order in their estate arrangements, this steady, communicative approach ensures plans are practical, legally sound, and ready when they are needed.
Contact LA Estate Plans to Begin Your Estate Tax Planning
Our Estate Tax Planning Process in West Rancho Dominguez
Our process begins with a thorough information-gathering phase to understand assets, family circumstances, and intentions. From there we design a plan that aligns tax considerations with distribution goals and fiduciary roles. Drafting, review, and execution follow, with safekeeping of final documents and guidance on funding trusts or updating account beneficiaries. Regular follow-up ensures the plan adapts to life events and legal changes that may affect outcomes for your heirs.
Initial Consultation and Asset Review
The first phase gathers information about real property, investment accounts, business interests, and liabilities to assess potential tax exposure and distribution needs. This review also examines existing documents, beneficiary designations, and account titling to identify gaps or opportunities. Clear communication about personal goals and family circumstances guides recommendations and helps shape the most suitable planning options for West Rancho Dominguez residents.
Initial Consultation
During the initial meeting we discuss your objectives, family structure, asset inventory, and any concerns about tax exposure or probate. This conversation helps prioritize planning tasks and identify immediate steps that will protect assets and clarify distribution wishes. It also provides a timeline for document preparation, funding trusts, and making ancillary changes to titles or beneficiary forms where needed.
Understanding Your Estate
We compile and review detailed information about property, investments, retirement accounts, insurance policies, and business interests to understand the full scope of the estate. This evaluation determines which taxes or administrative processes may apply and whether additional planning techniques should be considered. A clear inventory establishes the foundation for effective tax-aware planning and helps prioritize next steps.
Developing the Estate Plan
After agreeing on objectives, we prepare drafts of necessary documents such as wills, trusts, and powers of attorney, and we review tax planning measures that may be appropriate. This stage includes selecting fiduciaries, defining distribution terms, and coordinating beneficiary designations. The development phase focuses on producing cohesive documents that work together to achieve objectives for asset protection, tax efficiency, and orderly transfer.
Drafting Wills and Trusts
Drafting includes creating clear instructions for asset distribution, naming fiduciaries and successors, and establishing trust terms that address control and timing of distributions. Documents are tailored to the client’s needs to avoid ambiguity and reduce the likelihood of disputes. Proper drafting also considers execution requirements and subsequent steps to fund trusts and align account beneficiaries with the intended plan.
Incorporating Tax Strategies
Tax-aware measures are considered and integrated where appropriate, such as utilizing available exemptions, lifetime gifting, or trust designs that help manage taxable value. We analyze the potential tax impact of proposed arrangements and recommend the most suitable combination of tools to preserve value for beneficiaries while complying with federal rules and California practice. The emphasis is on practical, implementable strategies.
Review, Implementation, and Safekeeping
Finalizing a plan involves reviewing drafts together, making necessary revisions, and completing the formal signing and notarization steps. We provide guidance on funding trusts, updating titles, and ensuring beneficiary designations reflect the plan. After execution, documents are stored securely and copies are provided to appropriate parties so the plan can be implemented when needed without unnecessary delay.
Client Review and Feedback
We encourage an open review process so questions and concerns can be addressed before signing. This collaborative approach ensures that the plan matches intentions and that fiduciary roles and distribution mechanics are fully understood. Clear explanations at this stage help avoid misunderstandings and make sure all practical steps for administration are in place.
Plan Execution and Safekeeping
Once documents are finalized, we assist with proper execution, including witnessing and notarization as required. We also recommend secure storage and provide guidance on distributing copies to trustees, executors, or others who need access. Maintaining up-to-date records and a clear implementation plan ensures that your estate plan can be carried out as intended when the time comes.
The Proof is in Our Performance
Frequently Asked Questions About Estate Tax Planning in West Rancho Dominguez
Does California have an estate tax?
California does not currently impose a separate state estate tax, so residents of West Rancho Dominguez do not face an additional state-level estate tax in most situations. Federal estate tax rules still apply to larger estates that exceed federal exemption thresholds. It is important to distinguish between state procedures that govern probate and federal tax rules that may apply to estate value. Understanding these differences helps in developing a plan that addresses both administration and potential federal tax exposure. Even though California lacks a state estate tax, other taxes and requirements may affect your estate, such as income tax consequences or estate administration costs. Reviewing asset titling and beneficiary designations, and considering trust structures where appropriate, helps determine whether federal estate taxes are a concern and what steps reduce administrative burdens. A careful review can reveal simple changes that improve outcomes for heirs without unnecessary complexity.
How can I reduce estate taxes for my heirs?
Reducing estate taxes often involves thoughtful structuring of assets and use of available legal provisions, such as lifetime gifting strategies, certain trust arrangements, and the careful use of exemptions under federal law. Proper titling of assets and beneficiary designations also plays a role in minimizing the portion of the estate subject to taxation. Each option has trade-offs related to control, liquidity, and timing of transfers, so planning focuses on techniques suited to individual goals and family circumstances. Timing and documentation are important to make these strategies effective. For example, transferring assets during life can reduce the taxable estate but may affect control and access. Trusts can limit probate costs and create structured distributions, while coordinated beneficiary designations and retirement account planning ensure that tax consequences are managed. A review of all holdings reveals which techniques are most appropriate for preserving value for heirs.
Are trusts useful for estate tax planning?
Trusts can be a powerful tool for managing distributions, avoiding probate, and providing continuity for beneficiaries. Depending on the type, a trust can allow for staged distributions, ongoing management, and specific terms that protect assets from certain claims. In some cases, trust structures also contribute to tax-aware planning by altering how assets are held and when they are included in the taxable estate. Selecting and funding the right trust requires attention to detail, because an unfunded or improperly titled trust may not accomplish the intended goals. Trusts are most helpful for those who want to avoid probate, protect vulnerable beneficiaries, or manage business succession. The decision to use a trust depends on individual objectives, asset type, and family dynamics, and should be made with a clear plan for funding and administration.
When should I update my estate plan?
You should update your estate plan after major life events such as marriage, divorce, the birth or adoption of children, significant changes in assets, or the acquisition or sale of a business. Changes in beneficiary designations, relocations, or sizable shifts in account values may also call for revisions. Regular reviews—every few years or after any major event—ensure that documents remain aligned with current wishes and circumstances. Legal and tax law changes can also affect your plan’s effectiveness, so periodic review helps ensure documents still meet objectives and take advantage of current tax rules. Making timely updates reduces the risk that outdated provisions or incorrect beneficiary designations will derail your intentions and lead to unnecessary costs or disputes during administration.
Do small estates need estate tax planning?
Even smaller estates benefit from basic planning because wills, powers of attorney, and healthcare directives ensure your wishes are known and fulfill practical needs for decision-making if you become incapacitated. While small estates may not face federal estate tax, planning still reduces potential probate delays and clarifies beneficiary intentions. A simple plan can be cost-effective and provide peace of mind for both the planner and their family. Moreover, modest changes in asset ownership or beneficiary forms can improve how property transfers upon death, avoiding unnecessary court involvement and expense. Planning allows you to designate who will manage affairs and how property is distributed, which is valuable regardless of estate size and helps protect family members from confusion and delay.
How do federal exemptions affect my estate?
Federal estate tax exemptions determine the threshold above which an estate becomes subject to federal estate tax, and these exemptions can change over time due to legislative updates. The exemption amount applies to the taxable estate after deductions and credits, and estates below the threshold generally owe no federal estate tax. Understanding current exemption levels helps determine whether advanced tax planning strategies are needed for a given estate. Exemption planning also informs decisions on whether to implement lifetime gifting, trust arrangements, or other techniques to reduce estate value. While exemptions may be substantial, certain assets or rapid growth in asset values can bring an estate closer to taxable levels, so monitoring and adjusting planning strategies is an important part of long-term preservation of wealth for beneficiaries.
Can estate planning help avoid probate delays?
Yes, estate planning can help avoid or reduce probate delays by using tools such as revocable living trusts, joint ownership arrangements, and beneficiary designations that transfer assets outside the probate process. Avoiding probate can speed transfer of assets to beneficiaries, reduce administrative costs, and preserve privacy because probate is a public process. Trusts that are properly funded and account designations that match the plan are essential to achieve these benefits. A well-coordinated plan ensures that assets follow the intended transfer paths and that executors or trustees can act without lengthy court supervision. This includes preparing clear documentation, updating titles where necessary, and confirming that retirement accounts and life insurance beneficiaries reflect your estate plan. These steps reduce the risk of unexpected probate proceedings and facilitate timely access to resources for beneficiaries.
What documents should I prepare for a consultation?
For an initial estate planning consultation, gather a list of assets and liabilities, recent statements for investment and retirement accounts, property deeds, business ownership documents, life insurance policies, and any existing estate planning documents such as wills or trusts. Also bring a list of family members and potential beneficiaries, including contact information and any special considerations for minor or vulnerable beneficiaries. Having this information available helps identify planning priorities and potential tax or administration issues. Providing copies of recent tax returns and a summary of any business interests or partnership agreements is also helpful. The more complete the information shared in the initial meeting, the more efficiently a tailored plan can be developed. Preparing questions about goals, distribution preferences, and desired fiduciaries helps make the consultation productive and focused on practical next steps.
How does owning a business affect estate taxes?
Owning a business affects estate planning in several ways, including valuation, succession planning, and liquidity concerns to meet any tax obligations or buyout arrangements. A business interest can be a significant portion of an estate’s value and may require special transfer mechanisms to ensure continuity while preserving value for family members who do not participate in the business. Addressing these matters early provides options for a smooth transition of ownership or sale when needed. Business owners often benefit from succession planning that includes buy-sell agreements, valuation procedures, and contingency plans for retirement or incapacity. Aligning business succession with personal estate plans helps avoid conflicts among heirs and ensures that both the business and family interests are considered. Thoughtful coordination of legal documents and tax strategies supports orderly transfer and operational stability.
How do I start estate tax planning with LA Estate Plans?
To begin estate tax planning with LA Estate Plans, contact the office to schedule an initial consultation where we will discuss assets, goals, and family considerations. During that meeting we gather essential information, explain available options, and recommend a tailored path forward that addresses both tax and administration concerns. The consultation identifies immediate steps and a timeline for drafting and executing documents that accomplish your objectives. After the initial review, we prepare drafts for your review, make adjustments based on feedback, and assist with proper execution and funding of any trust documents. We also provide guidance on storing and updating documents and recommend periodic reviews to keep your plan aligned with changes in family circumstances or law. Call 310-634-1006 to start the process and schedule a meeting.