Galliano Group Wealth Management

Attorneys, Estate Planning, Probate, & Living Trusts, General Practice Attorneys

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43 Years

in Business

(951) 694-3884Call Visit WebsiteVisit Website Map & DirectionsDirections43521 Ridge Park Dr Ste 201Temecula, CA 92590 Write a ReviewWrite Review

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Extra Phones

TollFree: (866) 447-7559

Phone: (951) 694-8787

Phone: (951) 506-3150

Services/Products

Estate Planning, Health, Medical Topics, Investing Ideas

Payment method

amex, discover, master card, visa

AKA

Law Offices of Robert J. Galliano

Other Link

http://www.gallianolaw.com

Categories

Attorneys, Estate Planning, Probate, & Living Trusts, General Practice Attorneys, Insurance, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (951) 694-3884

Address: 43521 Ridge Park Dr Ste 201, Temecula, CA 92590

Website: http://www.gallianolaw.com

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Galliano Group Wealth Management

Tax Planning
A lifetime gifting program allows you to avoid gift, estate and generation-skipping transfer tax on transferred assets. Under the Internal Revenue, Code, you can transfer up to $14,000 per year, per person, to anyone without incurring gift tax or generation-skipping transfer tax.
Estate Taxes
Avoiding Probate
A will provides your instructions, but it does not avoid probate. Any assets titled in your name or directed by your will must go through your state’s probate process before they can be distributed to your heirs. (If you own property in other states, your family will probably face multiple probates, each one according to the laws in that state.) The process varies greatly from state to state, but it can become expensive with legal fees, executor fees, and court costs. It can also take anywhere from nine months to two years or longer. With rare exception, probate files are open to the public and excluded heirs are encouraged to come forward and seek a share of your estate. In short, the court system, not your family, controls the process.
Tax Services
Income Tax
Dianne Galliano worked as a Financial Services Officer for Union Bank and Bank of America analyzing income tax statements and preparing cash flow analyses. She has 20 years experience as an Estate Planning Paralegal specializing in Trust and Elder Law. She has conducted hundreds of Estate Planning seminars throughout Southern California.

Wealth Management
He and his wife, Dianne, founded Galliano Group Wealth Management in response to the need to have financial services in line with the estate plans they had created for their clients. Since 1986, they have been helping their clients work toward financial security with their personalized approach to wealth planning, accumulation and preservation. Their goal is to help maintain the standard of living their clients have become accustomed to and to preserve their wealth for their children and grandchildren. Making the Galliano Group team of legal and financial professionals the “Advisors for Life” for their clients.

Accounting Services

Financial Planning
Retirement Planning
Annuities
Not everything you own will go through probate. Jointly-owned property and assets that let you name a beneficiary (for example, life insurance, IRAs, 401(k)s, annuities, etc.) are not controlled by your will and usually will transfer to the new owner or beneficiary without probate. But there are many problems with joint ownership, and avoidance of probate is not guaranteed. For example, if a valid beneficiary is not named, the assets will have to go through probate and will be distributed along with the rest of your estate. If you name a minor as a beneficiary, the court will probably insist on a guardianship until the child legally becomes an adult.
Long Term Care
Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future. The Veterans Administration has funds that are available to help pay for this care, yet many families are not even aware that these
Asset Management
“During the last 6 months I have been working with Robert to maximize our asset management and protection during our waining years. His
Living Trusts
If you have lost a loved one, whether they died without a Testamentary Document, or died with a Will of a Living Trust, we can help you. Please contact our Law Office so we can guide and help you during this very difficult time.
Asset Protection
And asset protection needs of individuals and families. We take the time to understand each client’s goals, values and uniqueness. Through counseling, we save taxes, reduce costs, and protect families.

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