After decades of hard work, many clients find themselves in the position of considering this all-important question. Many have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy.
We discuss your estate plan and legacy as part of the planning process. We then work with your attorney to ensure all of your documents, accounts, beneficiary designations, etc. are properly coordinated.
Joint and POD Accounts
Community and Separate Property
Financial Power of Attorney
Power of Attorney for Health Care
Health Care Directive
Revocable and Irrevocable Trusts
Gifting and Specific Bequests
"[I]n 2001 decedent took his original copy of the 1997 will, urinated on it and then burned it. We hesitate to speculate how he accomplished the second act after the first. In any event, decedent’s actions lead to the compelling conclusion he intended to revoke the 1997 will.”
Complimentary "Get Acquainted" meeting to describe our services and to see whether our services are right for you.