Wills and Estate Planning — Plan Your Legacy Today

If you hold assets such as bank or brokerage accounts or real property, you need an estate plan. It lets you decide who receives what, when, and how—ensuring a smooth transfer to loved ones and avoiding disputes, high legal costs, and delays.

View Services & Process
Wills and Revocable TrustsTailored distribution design and backup trustee selection to reduce future disputes and time costs.
Tax and Asset ProtectionEstate/gift tax considerations, spousal exemptions, and family entities—balancing compliance and risk segregation.
Probate and Estate AdministrationCalifornia probate representation, inventory and debt handling, coordination with beneficiaries and distributions.
Healthcare and Guardianship DocumentsHealthcare directives, living wills, and durable powers of attorney to ensure your wishes are followed in emergencies.

How We Plan Your Future

The core of estate planning is turning your present intent into a future‑executable plan within the bounds of law. We learn your family structure, asset types, and state‑law impacts, then choose appropriate tools: simple wills, revocable/irrevocable trusts, pre/post‑marital agreements, beneficiary designations, and healthcare/financial powers.

For clients with multi‑state or cross‑border assets, we align inheritance and tax rules across jurisdictions to avoid duplicative probate, stacked tax burdens, or transfer obstacles—so assets go to the right people, at the right time, in the right way.

Core Documents

Last Will and Codicils: name guardians, executors, and distributions; suits simpler estates.

Revocable Living Trust: reduce/avoid probate, improve privacy and efficiency; pair with real estate and brokerage accounts.

Irrevocable/Specialized Trusts: serve tax and asset‑protection aims, e.g., ILIT and Special Needs Trusts.

Healthcare Directives and Durable Powers: healthcare proxy, HIPAA authorization, living will, and financial power for continuity in emergencies.

When to Update Your Plan

Marriage and Children: marriage, divorce, childbirth, or coming of age.

Asset Changes: buy/sell property, equity changes, major investments, interstate moves.

Beneficiary Changes: add, replace, or include special provisions.

Law and Tax Updates: review after federal/state changes to maintain validity and compliance.

Process (Illustrative)

1. Initial Consultation and Goals

understand family, assets, and objectives; set budget/timeline; identify disputes/tax risks.

2. Asset Review

inventory real estate, financial/retirement accounts, equity/partnership interests, cross‑border assets; confirm titling and beneficiaries.

3. Design and Draft

select will/trust/powers; set trustees/guardians and backups; define distributions and limitations.

4. Execute and Implement

witness/notarize per state law; retitle/assign/update beneficiaries so documents work in practice.

5. Archive and Update

set storage/notifications; review upon marriage, asset, or legal changes.

FAQs

I only have a simple will—why add a trust?

Wills often require probate, which can be lengthy and public. A revocable living trust can reduce or avoid probate, improving privacy and efficiency—especially for families with real estate or multiple assets.

Do I still need to retitle assets after creating a trust?

Yes. A trust works only after it holds assets. Common steps include retitling real property to the trust, changing account ownership to the trust, or pointing beneficiaries to the trust. We provide detailed checklists and guidance and coordinate with banks/brokers/title companies as needed.

How do we plan for minors, blended families, or special‑needs children?

Use guardian nominations, staged distributions, spending limits, and Special Needs Trusts to protect dependents while avoiding one‑time lump‑sum risks and preserving eligibility for public benefits where possible.

This page provides general information and is not legal advice. Strategies depend on your family, assets, and state law. For personalized guidance, please contact us to schedule a consultation.

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