{"id":837,"date":"2026-09-09T14:30:48","date_gmt":"2026-09-09T14:30:48","guid":{"rendered":"https:\/\/mazuelosco.com\/?page_id=837"},"modified":"2026-09-15T14:23:14","modified_gmt":"2026-09-15T14:23:14","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/mazuelosco.com\/es\/services\/estate-planning\/","title":{"rendered":"Estate Planning"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"837\" class=\"elementor elementor-837\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f7128ee e-con-boxed e-flex e-con e-parent\" data-id=\"f7128ee\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b9225c elementor-widget elementor-widget-heading\" data-id=\"8b9225c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">MAZUELOS &amp; COMPANY WEALTH MANAGEMENT<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-832300fb elementor-widget elementor-widget-heading\" data-id=\"832300fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Estate Planning<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0764922 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"0764922\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Empecemos<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f2c971f e-con-boxed e-flex e-con e-parent\" data-id=\"f2c971f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9df05b0 e-con-full e-flex e-con e-child\" data-id=\"9df05b0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a94b89a4 elementor-widget elementor-widget-text-editor\" data-id=\"a94b89a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You did well. You worked hard and lived within your means. Now it&#8217;s time to enjoy what you care about the most &#8211; spending time with family, traveling or taking up new hobbies. At this stage you may want to review your estate plans and consider gifting strategies, college planning for your grandchildren or charitable donations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-752096b e-con-full e-flex e-con e-child\" data-id=\"752096b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-525fd13 elementor-widget elementor-widget-image\" data-id=\"525fd13\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/12\/family.webp\" class=\"attachment-large size-large wp-image-383\" alt=\"Family with grandchildren receiving guidance on wealth transfer strategies.\" srcset=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/12\/family.webp 1024w, https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/12\/family-300x200.webp 300w, https:\/\/mazuelosco.com\/wp-content\/uploads\/2024\/12\/family-768x512.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-378a6a3 e-con-boxed e-flex e-con e-parent\" data-id=\"378a6a3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-33de637 e-con-full e-flex e-con e-child\" data-id=\"33de637\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-420d433 elementor-widget elementor-widget-heading\" data-id=\"420d433\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">QUESTIONS AND ANSWERS<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b9d09b7 elementor-widget elementor-widget-heading\" data-id=\"5b9d09b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Estate Planning Questions and Answers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3ea856c e-con-full e-flex e-con e-child\" data-id=\"3ea856c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ac116a4 elementor-widget elementor-widget-heading\" data-id=\"9ac116a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Do I need an estate plan if I am not wealthy?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ba59a0e elementor-widget elementor-widget-text-editor\" data-id=\"7ba59a0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Yes. Estate planning is not limited to reducing estate taxes. It also identifies who should receive your property, who can manage financial matters if you become incapacitated and who can make health-care decisions on your behalf. Without valid documents, state law and court procedures may determine outcomes that do not match your wishes. A basic plan may include a will, durable power of attorney, health-care documents and coordinated beneficiary designations. Some families may also benefit from a Trust. The complexity should match your circumstances, but nearly every adult can benefit from clear instructions and properly selected decision-makers.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-168d058 e-con-full e-flex e-con e-child\" data-id=\"168d058\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3cbe911f elementor-widget elementor-widget-heading\" data-id=\"3cbe911f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Do I need a Trust?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5097804e elementor-widget elementor-widget-text-editor\" data-id=\"5097804e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Not everyone needs a Trust. A revocable living trust can help manage property, provide instructions for control during incapacity, and in some cases avoid probate, which can be public, lengthy, and expensive. But trusts are legal documents, and the right choice depends on your assets, family structure, state law, privacy goals, and who should manage things if you cannot. A Trust is sometimes useful, not automatically necessary. Legal drafting of estate documents is generally handled by an estate attorney.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3854597 e-con-full e-flex e-con e-child\" data-id=\"3854597\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-524c3ada elementor-widget elementor-widget-heading\" data-id=\"524c3ada\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What is the difference between a Will and a Trust?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-955684c4 elementor-widget elementor-widget-text-editor\" data-id=\"955684c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The core difference is when they take effect and whether the court gets involved. A will is a set of instructions that takes effect only at your death: it names who inherits, who serves as executor, and who becomes guardian of minor children \u2014 but it must go through probate, the court-supervised process that validates the will and distributes assets, which is public record and commonly takes six months to two years. A trust \u2014 most often a revocable living trust \u2014 is a legal container that works during your life and after death: assets you retitle into it are managed by you as trustee, pass directly to beneficiaries without probate, stay private, and can be managed seamlessly by a successor trustee if you become incapacitated. A will covers only assets titled in your individual name; a trust covers only assets actually transferred into it. Neither controls retirement accounts or life insurance, which pass by beneficiary designation regardless of what either document says.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-44c6ace e-con-full e-flex e-con e-child\" data-id=\"44c6ace\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d8dbaa20 elementor-widget elementor-widget-heading\" data-id=\"d8dbaa20\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How often should I update my estate plan and beneficiaries?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ab91d7f elementor-widget elementor-widget-text-editor\" data-id=\"9ab91d7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Review estate documents and beneficiary designations regularly and after major life changes, such as marriage, divorce, the death of a spouse, a move, or major health or financial changes. We recommend reviewing plans at least once each year and when major life events occur and updating outdated beneficiary designations. Beneficiary forms on retirement accounts and insurance policies can override instructions in a will or trust, so both should be checked together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-10a74d0 e-con-boxed e-flex e-con e-parent\" data-id=\"10a74d0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4ad58ca e-con-full e-flex e-con e-child\" data-id=\"4ad58ca\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-254a4fdf elementor-widget elementor-widget-heading\" data-id=\"254a4fdf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Construyamos Tu Futuro Juntos<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78906384 elementor-widget elementor-widget-text-editor\" data-id=\"78906384\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>En Mazuelos &amp; Company Wealth Management, entendemos que cada cliente es \u00fanico, al igual que su trayectoria financiera. Ya sea que est\u00e9s planificando la jubilaci\u00f3n, haciendo crecer tu patrimonio o asegurando tu legado, estamos aqu\u00ed para guiarte en cada paso del camino.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c9ebeab elementor-align-center elementor-widget elementor-widget-button\" data-id=\"7c9ebeab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Cont\u00e1ctanos<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-53ce65c e-con-boxed e-flex e-con e-parent\" data-id=\"53ce65c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56577240 elementor-widget elementor-widget-heading\" data-id=\"56577240\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-187c63e e-con-full e-flex e-con e-child\" data-id=\"187c63e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-aaeb6b8 e-con-full e-flex e-con e-child\" data-id=\"aaeb6b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee9a789 elementor-widget elementor-widget-image\" data-id=\"ee9a789\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/financial-planning-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Distribution Services Tailored to Your Goals.\" alt=\"Couple planning wealth distribution strategies.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1910aac elementor-widget elementor-widget-heading\" data-id=\"1910aac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Retirement Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bbf633f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"bbf633f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/retirement-planning\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-240004d e-con-full e-flex e-con e-child\" data-id=\"240004d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5435865 elementor-widget elementor-widget-image\" data-id=\"5435865\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/454406190_982015063934098_4004112546579857934_n-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Management Services Focused on Wealth Preservation\" alt=\"Man nearing retirement planning wealth preservation strategies.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a7601e2 elementor-widget elementor-widget-heading\" data-id=\"a7601e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Tax Planning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b362c5 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"7b362c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/tax-planning\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f86450e e-con-full e-flex e-con e-child\" data-id=\"f86450e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-339d5dc elementor-widget elementor-widget-image\" data-id=\"339d5dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/mazuelosco.com\/wp-content\/uploads\/elementor\/thumbs\/gettyimages-1420697156-2048x2048-1-e1734022835652-r06hquvkd7eusj0s5payd17vsmkjarlifo5bi7lpy8.webp\" title=\"Wealth Accumulation Services for Ambitious Professionals\" alt=\"Young woman strategizing her wealth accumulation with a financial expert.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a0c772 elementor-widget elementor-widget-heading\" data-id=\"8a0c772\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Investment Management<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73071ba elementor-align-center elementor-widget elementor-widget-button\" data-id=\"73071ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/es\/services\/investment-management\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-761365af elementor-widget elementor-widget-text-editor\" data-id=\"761365af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/es\/services\/#wealth-transfer\">Our Services<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d4f0268e elementor-widget elementor-widget-text-editor\" data-id=\"d4f0268e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/es\/choosing-a-financial-advisor\/\">How to Choose a Financial Advisor<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4adadb2 e-con-boxed e-flex e-con e-parent\" data-id=\"4adadb2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0705220 e-con-full e-flex e-con e-child\" data-id=\"0705220\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-834e7868 elementor-widget elementor-widget-heading\" data-id=\"834e7868\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Disclosures<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd836b01 elementor-widget elementor-widget-text-editor\" data-id=\"cd836b01\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The information presented in these questions and answers is provided for general educational and informational purposes only and does not constitute personalized investment, legal, accounting, or tax advice. The figures cited reflect federal rules and limits for tax year 2026, are subject to change, and may not apply to your situation; state rules vary. Nothing on this page should be interpreted as a recommendation to buy or sell any security or to adopt any particular strategy. All investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against loss. Mazuelos &amp; Company Wealth Management is a registered investment adviser; registration does not imply a certain level of skill or training. Before acting on any information presented here, you should consult a qualified financial, tax, or legal professional regarding your specific circumstances. Additional information about the firm, including its Form ADV is available at adviserinfo.sec.gov.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":215,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-837","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Estate Planning in Fort Lauderdale | Mazuelos &amp; Company<\/title>\n<meta name=\"description\" content=\"Answers on wills versus trusts, whether you need an estate plan, and how often to review beneficiary designations. 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