Estate Planning

Estate planning is about providing a blueprint and authority to help your loved ones deal with your incapacity or death. Proper estate planning can spare your loved ones from dealing with the costs, frustrations, and delays in managing your affairs.

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Advanced Tax Planning

The estate tax is entirely avoidable. Only people who fail to plan will pay estate taxes. There are many strategies available to minimize your exposure to the estate tax.

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Wills

Wills can be powerful estate planning tools when properly drafted. Many people do not realize that Wills can be used for much more than just distributing your property.

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Living Trusts

Trusts are invaluable and diverse estate planning tools. They benefit people of all asset levels, not just multi-millionaires. Trusts are ...

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Special Needs Planning

The estate planning process can make provisions for family members with special needs. Typically, the special needs arise from a ...

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Medi-Cal Planning

As we grow older, medical care becomes more important. At some point, most people will require some form of long-term ...

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Planning for Children

Minor children are the most important part of a young family, more important than the property or financial assets. Unfortunately, ...

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Pet Trusts

Pets provide years of dedicated companionship. But have you ever considered what would happen to your pets if you became ...

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Planning for High Net Worth Individuals

Affluent families have particular need for advanced estate planning techniques. Failure to engage in high net worth estate planning means ...

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Planning for Unmarried Couples

Not every family begins with a marriage. Many couples choose to remain unmarried for a variety of personal and legal ...

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Planning for Young Families

Many young families put off estate planning. They believe that simply because they are young, healthy, and don’t have a ...

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Business Succession Planning

Business succession planning is essential for the business owner. No business can survive without a capable leader and manager. Sudden ...

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Probate and Estate Administration

When a loved one passes, their estate often passes through the court-managed probate process. The assets of the loved one ...

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