Estate Planning

Will your legacy unfold according to your wishes?

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.

Major areas of estate planning include:

  • Joint and POD Accounts

  • Community and Separate Property

  • Beneficiary Designations

  • Wills
  • Financial Power of Attorney

  • Power of Attorney for Health Care

  • Health Care Directive

  • Revocable and Irrevocable Trusts

  • Gifting and Specific Bequests

  • Life Insurance

  • Survivor Benefits

"[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.”
Estate of Stoker, 193 Cal. App. 4th 236 (Cal. 2011)

Complimentary Initial Meeting

Complimentary "Get Acquainted" meeting to describe our services and to see whether our services are right for you.