Estate Planning, Trust, Will and Probate Attorney
Our array of services includes:
• Estate Planning Documents to Avoid Probate, Minimize Taxes, and Control & Protect Your Estate and Health
• Medi-Cal, Social Security and Veteran's Benefits Planning
• Children with Special Needs
• Planning for LGBTQ Individuals and Families
• Elder Care and Long Term Care Planning
• Trust Administration
• Charitable giving
• Asset Protection
We draft and execute all of the necessary documents for a complete estate plan.
Click on the terms below for a detailed definition of some of the documents you may need
• Will or Pourover Will
• Trust, including Revocable, Irrevocable, and specialty trusts tailored to your unique circumstances. These include Irrevocable Life Insurance Trusts (ILITs) and Special Needs Trusts designed to protect public benefits for qualified individuals. These are just a few examples of estate planning trusts which can protect your hard earned savings.
• Durable Power of Attorney
• Health Care Power of Attorney, also known as a “living will”
• Health Insurance Portability and Accountability Act (HIPAA) authorization
• Guardianship designation
Three Basic Estate Planning Steps:
Step 1: Consultation: We look forward to talking and meeting with you, and for you to meet us! This provides an opportunity for you to ask any questions to ensure that your needs are met. This critical first step to begin your planning takes about an hour.
At our meeting we will discuss your current financial and family circumstances, including: your marital or partnership status, whether you have children and their ages, who the trusted people are in your life, what your retirement savings may be, what your financial, healthcare and retirement goals and needs are, whether you own a home(s), what your family dynamics are, whether you have insurance, IRAs, or other assets with beneficiary designations, and how your assets are titled. Call for an Estate Planning Organizer to help you prepare for this meeting.
Step 2: Drafting and follow-up: We develop a draft estate plan and review it with you to assure that it addresses all of your needs and wishes.
Step 3: Signing and implementation: After reviewing your documents we schedule a signing to put your plan in place. After the signing we will provide you with an organized binder containing your plan, also copied onto a flash drive. We also guide you on implementing your plan by properly funding it, by re-titling assets as needed and re-designating beneficiaries as needed. This step is critical so that your plan secures your future.