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Estate Planning

Estate planning can be a stressful process and it is our goal to create a plan that ensures your desires and instructions are clear so that they are properly executed.  We help clients develop an estate plan appropriate to their needs and desires. With our input, our clients are empowered to determine how their assets will be distributed upon death. By creating an estate plan, our clients avoid the expensive probate process and estate taxes upon death. Depending on the clients’ needs, our attorneys can prepare a will, power of attorney, healthcare directive, revocable trusts, and irrevocable trusts.

Revocable Family Trust –  We draft revocable family trusts which will help residents of the state of California avoid the expensive probate process.

Irrevocable Trust  –  We draft irrevocable trusts which are an integral part of an estate plan.  Irrevocable trusts can provide asset protection and maximize estate tax savings.

Life Insurance Trust –  We draft life insurance trusts that are funded with cash in order to purchase a life insurance policy on the settlor or an existing life insurance policy is transferred into the trust.  This allows the life insurance proceeds to not be included in the estate of the settlor.