Estate Planning

Having a comprehensive, personalized estate plan in place is the kindest thing you can do for your loved ones. Nobody wants to navigate complicated family dynamics and fights while mourning a death. Clearly putting your wishes in writing is the best way to avoid this problem. For many Californians, a comprehensive estate plan will include a revocable trust, which allows your estate to avoid going through probate court.

For others, a more complicated trust structure may be needed to avoid estate taxes or properly manage specialized assets to ensure that your loved ones inherit as you intend.

And, to make sure that your wishes stay up-to-date, you should be reviewing and potentially revising your estate plan every 3 to 5 years or after any major life event including: marriage, divorce, birth of a child or grandchild, death of a spouse or loved one, inheritance and move or purchase of a new property.

So, whatever your estate planning needs are, please contact my office to schedule a consultation to discuss how I can help.