Estate Planning Services

Estate Planning

Estate planning accomplishes your personal and family goals while easing the management of your financial and legal affairs

Estate and Gift Tax Figures

Estate and gift tax planning will help determine the amount that can be passed to heirs free of federal tax.

Legacy Planning

Legacy planning is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate after your death, and a clear plan to pass on your legacy.

Trust Administration & Probate

Our firm’s guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals.

IRA & Retirement Planning

An IRA and retirement planning is a structured way to save for your golden years while deferring taxes on your growing nest egg.

Financial Planning Assistance

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals.

Elder Law

Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families.

Elder Law & Medi-Cal Services

Confused about Medi-Cal? You’re not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming… it doesn’t need to be.

Incapacity Planning

Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself.

Asset Protection & Business Planning

As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow.

Family-Owned Businesses & Farms

Family business owners, farmers, ranchers and landowners face unique challenges surrounding how to preserve the family business or farm—a symbol of their heritage.

SECURE Act

The SECURE Act will make it easier for small business owners to set up “safe harbor” retirement plans that are less expensive and easier to administer.

LGBTQ Estate Planning

LGBTQ estate planning provides protections to help guard against discrimination when people are reluctant to recognize your relationship, even if you are married.

Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully.  To protect a person with special needs, a well-defined estate plan is vital.

Pet Planning

A Pet Trust is a powerful legal document that gives you the ability to not only set aside funds for your pet’s future care but also stipulate exactly what kind of care you expect your pet to receive.