ESTATE PLANNING

The term “estate” consists of all the property a person owns or controls, whether in his or her sole name, held in a partnership, in a joint ownership arrangement, or through a trust, and all other monies that would be generated on the person’s death, such as through life insurance.

Estate planning is the process of accumulating and disposing an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner’s intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement.

Without proper planning, the Internal Revenue Service and California Franchise Tax board stand to “inherit” a large portion of the assets of the estate. Our firm has relationships with outside counsel to help California families with the following estate planning services:

  • Advanced Medical Directives
  • Durable Powers of Attorney
  • Insurance Planning
  • Life Insurance Trusts
  • Living Wills (including Faith-based Wills)
  • Revocable and Irrevocable Trusts
  • Last Wills and Testaments
  • Tax Planning

We are committed to working with our clients to efficiently deliver personalized and cost-effective estate planning solutions to families in California. Our objective is to limit our clients tax ramifications and minimize the probate courts involvement. We strive to make the entire process seamless for our clients.

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