Estate Planning is simply a conversation.  It is a conversation about your loved ones, your assets, and your thoughts and decisions about how best to provide for those loved ones.  It is the frank and open communication of your ultimate wishes and conclusions.   

        A sound estate plan documents those wishes and conclusions and gives your decisions effect under the law, eliminating any opportunity for confusion or outside interpretation over what to do with your assets and how to provide for yourself and your loved ones.  It clearly and unambiguously states your instructions for the management, investment and distribution of your assets during your life for your benefit, and even after your death, and may be an effective tool in helping to preserve your assets and wealth for your beneficiaries by reducing or postponing any estate taxes.  It may also help eliminate or minimize court costs and fees as a result of administering assets through the court system--or "probate."

        No matter how big or small an estate, a sound estate plan can, and will, ensure that your assets are distributed according to your wishes--not the court's. Moreover, a comprehensive estate plan will allow for the management of your financial affairs and even health-related matters in the event of a temporary or permanent disability or incapacity, as well as name guardians for your minor children so as to plan for their continued care. 

Estate Planning Services

• Revocable "Family Living Trust" Package
• Wills
• Probate
• California Domestic Partnership estate plans
• Powers of Attorney
• Medical Health Care Directive
• Guardianship
• Community Property Agreements
• Irrevocable Life Insurance Trusts
• Charitable Remainder Trusts
• Trust Administration
• Amendments / Changes to Current Estate Plans