WILLS, TRUSTS & PROBATE -- ESTATE PLANNING
Estate Planning is a process. It involves your loved ones, your assets, and your thoughts and decisions about how best to provide for those loved ones. Most of all, it is the frank and open communication of your ultimate wishes and conclusions.
A sound estate plan documents those wishes and conclusions and gives your decisions effect under the law, eliminating any opportunity for confusion or outside interpretation over what to do with your assets and how to provide for you and your loved ones during your life and even thereafter. It clearly and unambiguously provides your instructions for the management and distribution of your assets after your life, and may even be an effective tool in helping to preserve your assets and wealth for your beneficiaries, in reducing or postponing any estate taxes, and in minimizing court costs and fees as a result of administering assets through the court system--or "probate."
No matter how big or small an estate, a sound estate plan can and will ensure that your assets are distributed according to your wishes. Moreover, a comprehensive estate plan will allow for the management of your financial and health matters in the event of incapacity, as well as name guardians for your minor children so as to plan for their continued care. We look forward to making a difference in your life, protecting your interests and those of your loved ones’.
“Many clients, particularly the less affluent, do not update their estate plans on a regular basis, yet they continue to take estate planning actions, such as buying life insurance, designating pension beneficiaries, establishing brokerage accounts that will pass by beneficiary designation, and buying vacation homes and time shares (outside of ) California.”
-- Continuing Education of the Bar (CEB)
Estate Planning Services
• Revocable "Living” Trusts
• California Domestic Partnership Estate Plans
• Powers of Attorney
• Medical Health Care Directives
• Conservatorships and Guardianships
• Community Property Agreements
• Trust Administrations
• Amendments / Changes to Current
Wills, Trusts & Probate
Estate Planning can take the form of a will or trust, and should include other documents that allow loved ones to make important decisions if you are unable to, such as how to care for your minor children.
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