Estate Planning

“Preparation for old age should begin not later than one’s teens. A life which is empty of purpose until 65 will not suddenly become filled on retirement.” ~Arthur E. Morgan

We have created and perfected estate plans for single adults and married adults of all ages and walks of life. We take great pride and pleasure in delivering an estate plan that is tailor made to protect a client’s pre and post retirement financial security, to protect a client’s personal autonomy while alive, and to protect and preserve their lasting legacy at death.

    “All of your help and kindness to Mom and Dad over the years means so much to us.”
    – C. & L. (clients)

Many of our clients tell us that their first attorney-client relationship was with us. Whether you’re a young or retired middle-class family, a successful business owner, landowner, farmer or highly compensated professional, we are committed to excellence in the delivery of our estate planning services to you and your family.

Here is a sampling of our estate planning services:

  • Review and revision of existing Estate Plans that may be out of date, out of legal compliance or require personal changes

  • Standard Wills and revocable Living/Family trusts and durable powers of attorney for financial and health care matters

  • More complex estate plans such as A/B trusts, Disclaimer trusts and generation-skipping trusts aimed at estate tax savings, generational planning and the blended family/second marriage dynamic

  • Special Needs trusts to protect a disabled relative dependent on state and federal aid

  • Special trusts and other asset protection strategies to protect and preserve the assets of a loved one already in or contemplating long-term care

  • Medi-Cal (Caid) eligibility

  • Irrevocable life insurance trusts

  • Charitable Remainder trusts to realize tax benefits during life and support philanthropic objectives after death

  • Qualified Personal Residence trusts to protect the value of homestead equity

  • Estate, gift and income tax planning for businesses and for families

  • Elder abuse detection and protection of dependent adults from financial abuse

  • Business succession planning thru closely held corporations, LLC’s and the like

While most clients turn to us well in advance of need, we are also prepared to help in a crisis, whether it is an unfortunate and unexpected death, an incapacitating accident, or a terminal illness.