Estate Planning

Every family can benefit from an estate plan. Even a basic plan can prevent the state of California and the Internal Revenue Service from determining how your assets are distributed after you pass away, streamline the asset distribution process, and ensure your wishes are carried out. It can also give you control over your financial and healthcare decisions if you become incapacitated. Without a plan, someone you might not want to make decisions for you could petition the court for control over your finances and medical care. Avoiding this will benefit both you and your loved ones. A properly designed and implemented estate plan can also help you accomplish a number of more ambitious goals, such as:

  • Protect your hard-earned assets

  • Allow you and your family to continue to enjoy the lifestyle to which you have become accustomed

  • Pass your values, sense of responsibility and work ethic to heirs

  • Significantly reduce income, estate, excise, and generation skipping taxes

  • Keep your affairs private

  • Protect your heirs’ inheritances if they are not yet mature enough to make responsible decisions

  • Provide for your impact on society and legacy

We serve the estate planning needs of individuals, families and business owners.

We take time to understand and plan for your goals, your values, and your uniqueness.

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