Estate Plans Designed For You And Your Goals
Estate planning is for everyone, but not everyone needs the same plan. When we work with clients, we take the time to understand their long-term and short-term goals. We design plans that meet their needs and those of their families for years to come.
We help with issues and documents such as:
- Living trusts
- Testamentary trusts
- Powers of attorney
- Powers of attorney for health care
Your plan can be relatively straightforward or highly complex, depending on your goals. To learn more, see our list of five reasons everyone needs an estate plan.
Wills And Trusts
A will allows you to make important decisions about what will happen after you are gone, and to give those decisions legal effect. This ensures that you — not a probate court, not California law — will decide what will become of your property. It also spares your loved ones from having to make many uncomfortable decisions themselves.
For those who want a more advanced estate plan, a trust is a powerful tool. We design trusts to meet many goals, depending on our clients’ wishes. Trusts can protect assets, help estates avoid probate, provide for charities or protect loved ones who have special needs. Some trusts can go into effect during your lifetime, protecting your assets while you need them and easing transitions for your loved ones.