Estate Planning

   

 Estate Planning should be more than the mere creation of documents. What good is a trust document when the underlying assets have not been considered? Our holistic approach aims to ensure that wealth will be preserved and transferred to subsequent generations with minimal taxes, fees, and headaches. By employing asset funding strategies, we encourage the creation of funded revocable trusts, which are more effective in avoiding Probate than unfunded documents. 

      

A Gift to our Heirs

   

Why pay for estate planning services? Engaging in the process of estate planning does our heirs an enormous favor. Proper estate planning may reduce the devastating toll of death taxes, avoid costly and time consuming probate proceedings, temper conflicts among family members, protect our minor children, and ensure that certain assets are preserved.

   

Remember: while we can’t take our possessions with us, proper estate planning can incentivize our loved ones to wisely handle the reins of power entrusted to them.

   

For more information, give us a call at (650) 329-9500

 

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Preparing for Incapacity 

 

Additionally, estate planning addresses what will occur in the event of our incapacity. Who would protect and take care of our children? How would medical decisions be made? Management of our financial affairs? 

    

Let us know how to help. Contact us to schedule a no-obligation consultation. Or, request your complimentary Estate Planning Info-Pack to review in the privacy of your own home.