Estate Planning in California

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Our firm offers assistance in all aspects of Estate Planning to clients located throughout California. We understand that every client's most important estate planning goal is to secure a future which provides for their loved ones. We work with you to develop the appropriate plan that fits your circumstances. Some of our services include, drafting:

Simple (probate avoiding) Living Trusts
Joint A-B Trusts
Disclaimer Trusts
Q-tip Trusts
Certifications of Trust.
Wills & Codicils
General Power of Attorneys
Living Wills
Healthcare Directives and
Burial Instructions

Our estate planning package allows our clients to put all of their wishes in writing, thereby avoiding confusion in the future. We want to insure that our clients' personal matters and financial affairs are appropriately handled and structured.

Many people are unsure if they should seek the advice of a lawyer as they begin the process of Estate Planning. If you own real estate, have minor dependants, have recently been married or divorced, have liquid accounts, chances are your estate plan is out-dated, that is, if you even have an estate plan. Recent surveys have shown that over 80% of Americans have no estate plan whatsoever. Just think of how much money is unnecessarily being spent on the probate process. Moreover, assets are being tied up (sometimes for months) during probate proceedings.

Not only do our estate planning strategies enable our clients to avoid probate, we also help our clients reduce or eliminate death taxes. Many individuals do not believe their assets total more than the allowed estate tax exemption and thereby do not feel estate planning is for them (at least not yet). Little do they know they are potentially making the IRS one of their largest beneficiaries without a proper estate plan in place. When taking into account today's real property values, retirement accounts, life insurance benefits, and other liquid assets, many individuals assets fall outside the allowed exemption. Our planning strategies allow some of our clients to maximize their exemptions.

Our estate plan also addresses issues such as appointing a guardian for minor dependants, putting your wishes in writing in the event of terminal injury/illness and putting your burial instructions in writing. These are all things none of us want to think about at the present time. Once completed, your estate plan will make you feel secure that you have addressed relevant issues that will affect you and your loved ones for many years to come.

Whether it is for you or a family member, please contact us for a free in-depth consultation. As a convenience to you, telephone consultations are also available.

Contact us for a free consultation.
Call now toll free to speak with an attorney (800) 958-6760 or if you prefer email us for a prompt response.