Estate Planning
A proper estate plan will help preserve your legacy while allowing you to tailor your distributions to suit your unique family situation. Its benefits include:
Minimize estate tax exposure
Preserve property tax basis (Contact us to see how Proposition 19 affects you)
Provide for your children and grandchildren
Minimize liability through business entity formation.
Estate planning should not be a “one fits all” endeavor. Let us tailor your estate plan to fit your family’s unique situation and goals.
Our packages include every document you will need: Trust Instrument; Pour-over Wills; Durable Powers of Attorney; Advance Health Care Directives; HIPAA Releases; Certification of Trust; General Assignment to Trust; and instructions for “funding” your trust. We are with you every step of the way.
Additional services:
Irrevocable Trusts
Charitable Trusts.
Contact us for a free consultation.