Serving as an estate planning attorney is one of the highest honors.
I want you to make the best decision for your family by gaining peace of mind by taking steps to preserve your wealth and care for your loved ones. My goal is to compassionately advocate for your best interest.
The first step is for us to work with you and come up with a estate plan to get the results you need. Through our understanding of the law and your understanding of the circumstances, we will craft a path to plan for your future.
Don't wait! Contact us for a free phone consultation. Let us help you figure out your best next steps are. The sooner you have a plan of action, the better your chances of taking the correct steps to get the results you want.
Estate planning is for everyone. An estate plan addresses what happens to your family, property and remains upon your death. Also, everyone needs to have a plan to make healthcare and financial decisions if incapacitated.
Power of attorney (POA) is a legal authorization that gives a designated person, termed the agent or attorney in fact, he power to act for another person, known as the principal. The agent may be given broad or limited authority to make decisions about the principal's property, finances, investments, or medical c
A California advance health care directive allows an individual to choose an agent to make medical decisions on their behalf and select end-of-life treatment options. An advance directive combines a medical power of attorney and a living will.
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries.
Since trusts usually avoid probate, your beneficiaries may gain access to these assets more quickly than they might to assets that are transferred using a will.
A will is something everyone should have. It allows you to decide where your property goes upon your passing. Property listed in a will doesn’t have to be of great value; it can also include photo albums, family heirlooms or a car. Additionally, wills may include specific wishes regarding funeral arrangements or whether you would like to be buried or cremated.
Are you in need of a licensed professional to assist with the buying and/or selling of a property in California? It’s important to understand their role in those processes, as well as their legal obligations.
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