The estate plan we create for you and the people you love will provide that your assets are distributed the way that you want. Ideally, we will create a plan that will use the tax laws to the utmost advantage so your estate pays minimal, if any, tax. Additionally we ensure your children’s inheritance goes to your children in the manner you wish. If you choose to, we will work to enable you to pass on your values, goals and work ethic. In short, we want to protect you, your family and your legacy.
Even if you already have a plan, chances are we can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.
It is important to remember that if you don’t have an estate plan, the state of California will create one for you. Of course, their plan will not focus on minimizing taxes or looking out for the best interests of your heirs. This is why having your own estate plan, created by an attorney who spends the majority of their time in planning and wealth preservation, is so very important.
Even if you already have a plan, chances are we can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.
It is important to remember that if you don’t have an estate plan, the state of California will create one for you. Of course, their plan will not focus on minimizing taxes or looking out for the best interests of your heirs. This is why having your own estate plan, created by an attorney who spends the majority of their time in planning and wealth preservation, is so very important.
Remember, estate planning is about much more than reducing your estate taxes; it’s about ensuring your family is provided for, your business can continue and your charitable goals are achieved. So even if the estate tax is permanently repealed, you’ll want to have an up-to-date plan in place.
In the initial phases of estate planning it is important to take the time to decide what is important to you. Jot down a few notes about things you want to look at more closely and discuss with an Estate Planning Attorney. It may be easy for you to put off developing a detailed estate plan or even updating it in light of changes in tax law or your situation, But if you fail to plan, you plan to fail.
So please call us with any questions. We welcome the opportunity to discuss your situation and show how we can help you develop and implement an estate plan that preserves for your heirs what it took you a lifetime to build.
In the initial phases of estate planning it is important to take the time to decide what is important to you. Jot down a few notes about things you want to look at more closely and discuss with an Estate Planning Attorney. It may be easy for you to put off developing a detailed estate plan or even updating it in light of changes in tax law or your situation, But if you fail to plan, you plan to fail.
So please call us with any questions. We welcome the opportunity to discuss your situation and show how we can help you develop and implement an estate plan that preserves for your heirs what it took you a lifetime to build.