For California Entrepreneurs & Their Families
Wills, Trusts And Everything In BetweenOur estate planning practice covers a wide variety of services, some of which are outlined below. In order to ensure your family is prepared, we take a comprehensive approach to ensure your comprehensive plan has the right pieces in place.
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Comprehensive Approach
Comprehensive Estate Planning: Wills, Trusts, Power of Attorney & More
One of the problems we often see with estate plans is that they are not comprehensive enough. Many times, they are missing important documents. Other times, they are missing important provisions with legal significance. We’ll make sure your plan is as complex as it needs to be, and no more. We like simplicity too, but not at your family’s expense.
Comprehensive Planning
A poorly constructed estate planning can have disastrous consequences for your loved ones. Does your contain the following items, at least:
Power of Attorney
This document gives your chosen individual the power to act on your behalf for certain non-medical matters.
Wills
A Will is an essential component of every estate plan, regardless of whether it is Will-based or Trust-based. it also carries certain requirements that must be complied with in order to ensure it is valid under state law.
Trusts
With various types of Trusts available, they can be a powerful tool to have as part of your comprehensive estate plan. Use of the appropriate type of Trust is extremely important in ensuring your wishes are well documented and properly executed.
Planning For Children
How do you make sure that your children are properly cared for, ONLY by those you choose to care for them, in a way that is important to you? With our trademarked kid’s planning process, we’ll take care of those details for you.
Healthcare Directive/Power of Attorney
Who do you want making your medical decisions if you can’t do so? A properly prepared appointment & guidelines can make a world of difference during what could be a difficult time for your family and friends.
Ongoing Review
We recommend having your estate plan reviewed every 3 years, at minimum.
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Our Services Include:
Revocable Living Trusts
Irrevocable living trusts
Will-Based Planning
Planning for Non-Citizens
Probate avoidance strategies
re-marriage protection strategies
inheritance protection strategies
Advanced Estate tax strategies
asset protection strategies
guardianship nominations