Every family can benefit from an estate plan. Why? 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 can continue to enjoy the lifestyle to which you have become accustomed
- Pass your values, sense of responsibility and work ethic to heirs
- Significantly reducing 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 on their own
- Provide for your impact on society and legacy
We help a wide range of individuals and families, people of modest means to those of high net worth, achieve their estate planning goals. We offer all of the following services and more:
Foundational Estate Planning
- Revocable Living Trusts
- Wills
- Powers of Attorney
- Advance Health Care Directives
- HIPAA Authorizations
- and Related Documents
