California Estate Planning - Santa Clara County, San Mateo County, Silicon Valley

A sound plan for lasting peace of mind

Your estate plan specifies the ultimate disposition of all of your property, including your home, your investments, your business, your life insurance, your employee benefits (such as a 401K plan), and all of your other property in the event of your disability or death.

A thorough estate plan also includes explicit instructions regarding your medical care. If you were ever unable to direct your own medical care (for example, if you were in a coma), a representative you selected in advance would do that for you, in accordance with your stated instructions.

Comprehensive estate planning & probate services:

• Providing professional advice on living trusts & wills, irrevocable life insurance trusts, charitable planning, and international estate planning
• Probate & estate administration
• Establishing family limited partnerships and limited liability companies
• Minimizing estate taxes & preparing estate tax returns
• Minimizing gift taxes & preparing gift tax returns
• Preparing a full range of estate planning documents, including Wills, Revocable Living Trusts, Life Insurance Trusts, Children's Trusts, Generation-Skipping Trusts, Qualified Personal Residence Trusts, Charitable Trusts, Medical Powers of Attorney & Living Wills
• Preparing financial powers of attorney & other financial arrangement

Featured Resource

Picking Your Trustee in California - free guide

Be sure to request your copy of Picking Your Trustee in California. In this free guide you'll find advice on how to choose a trustee and how to put your values at the center of your estate-planning process.