Estate Planning
Planning & Health.
Estate Planning
Planning & Health.
We offer comprehensive estate planning services tailored to your individual needs. When you are ready to put together an estate plan, contact us to discuss all of your options.
Explore estate planning possibilities.
Wills and trusts are the most fundamental building blocks of an estate plan. But beyond these basic devices, we offer a full range of estate planning services.
A well-assembled estate plan can offer you security and stability. We will provide caring attention from skilled estate planning lawyers who will answer all of your questions and devise solutions that work for you.
Tax planning:
Skilled planning can maximize the value of the estate you pass on by avoiding unnecessary taxation at various key points.
Succession planning:
If you have a stake in the ownership and/or control of a business, you should have a business succession plan to ensure continuity.
IRAs and retirement plans:
You’ve been saving your entire life for your retirement. Now, take the time to maximize the value of your savings.
Life insurance:
If you have life insurance or are interested in its benefits, we can help you understand the best ways to make use of this financial option.
Financial powers of attorney:
Appoint a trusted representative to protect you from exploitation and mismanagement in case you become incapacitated.
Gifts and charitable giving:
We can help you efficiently implement your wishes with regard to gifts and charitable contributions.
Implement your healthcare wishes.
In California, the legislature has developed a single document — an advance health care directive — that you can use to make your end-of-life health care wishes legally effective.
This document communicates your wishes about the use of lifesaving procedures and appoints a trusted person to make health care decisions on your behalf if you are incapacitated. An advance health care directive replaces the traditional living will and health care power of attorney.
We can help you draft an advance health care directive under California law that is reflective of your wishes. We can also help you ensure that critical health information is kept private under the Health Insurance Portability and Accountability Act (HIPAA).