Estate Planning

Many people avoid proper estate planning because they do not like thinking about death. Estate planning is generally defined as the process by which people develop a plan, to ensure that the assets they have worked to accumulate during their lifetime are protected and distributed to those they love. Without proper estate planning, the Internal Revenue Service (IRS) stands to inherit a large portion of your assets. Fortunately, it’s not too late to write the IRS out of your will. We can help you implement a variety of advanced tax strategies to keep your assets out of the hands of the government. Our firm handles a variety of estate planning matters, and advises our clients how to gain the maximum benefit of all laws while at the same time carrying out the person’s wishes. Areas of practice include:

• Asset Protection
• Business Succession and Insurance Planning
• Charitable Remainder Trusts
• Conservatorships
• Guardianships
• Living Wills and Trusts
• Long-term care
• Medicaid planning
• Medi-Cal planning and eligibility
• Medical Powers of Attorney
• Powers of Attorney
• Special Needs Trusts
• Will Contests
• Wills and Trusts