Estate Planning

What is Estate Planning?

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and after death, while minimizing gift, estate, generation-skipping transfer, and income tax.

Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing expenses.

The ultimate goal of estate planning can be determined by the specific goals of the client and may be as simple or as complex as the client’s needs dictate. Guardians are often designated for minor children.

Why is Estate Planning Needed?

 Simply put, if you do not have an Estate Plan, you and your heirs are at the mercy of the judicial system and chance. Here are some of the things that may happen.

  • Your wishes are not followed when it concerns medical directions and division of property
  • The division between your beneficiaries is different than what you intended
  • A feud emerges between your beneficiaries
  • High legal and accounting expenses that could have been avoided

How can a Proactive Estate Planning Benefit You?

Even if you have an Estate Plan that was created a while back, you need to know that changes in the law and family circumstance can take away from the effectiveness of the plan.  Sometime in a dramatic way.

It is therefore crucial that you and your attorney keep the plan updated on a regular basis, taking into account all those changes that have happened since the last update.

What to expect?

Here is what you can expect with our Proactive Estate Planning service.

  • A much more predictable Estate Process
  • Minimize surprises for you and your beneficiaries
  • Maximize net property transfer to your loved-ones
  • Lower expenses
  • Achieving desired protection for your family

Do you Even Need a Proactive Estate Planning?

Admittedly, not everyone needs Proactive Estate Planning. If your situation is simple – not much property, no children, or no worthy cause, a simple Will can mostly work quite well.

However, if you do have property (Real Estate, Business) and loved ones, most likely a Proactive Estate Planning will benefit you and your beneficiaries.

How to find out?

We offer a free assessment of your situation. The outcome can be one of one of four.

  • You have simple case.  We will refer your to an online service where you can do you Will yourself.
  • You have a very complex case.  We will be happy to refer you to offices who specialize in such complex situations.
  • You have an Estate Plan in place and it is sufficient based on the current Law and your situation.  No changes are needed.
  • You don’t have an Estate Plan but need one, or have one which is not current. You are an ideal candidate for our Proactive Estate Planning Service

Call or Schedule a Free Assessment

It takes 15 minutes or less for an experienced attorney to tell you to which group you belong.

Call our office at:

(650) 382-4331

Or click the button below to schedule a free, no-obligation confidential assessment phone call.

Give yourself and your family the certainty and peace of mind you deserve!