Estate Planning in California
Estate planning is a process that allows and enables you to…
- Control and protect your property while you are alive and well
- Enable someone else to take care of you (and your loved ones) if and when you can’t
- Give what you want…
- To whom you want
- How you want
- When you want
- Avoid delays
- Maintain privacy
Learn more about:
- Our philosophy
- Our system
- Estate planning for families
- Heritage & legacy planning
- Charitable gifts and foundations
- Advanced estate planning
- Asset protection
- Retirement trust planning
- Property tax planning
- Gift and estate tax planning
- Conservatorships and incapacity planning
- International estate planning