ESTATE PLANNING

A few carefully drafted documents, including a will, a living trust, a power of attorney and an advance health care directive can avoid untold expense, stress, and heartache for your loved ones in the future.

Some of our frequently offered services in estate planning include:

• Drafting of Revocable Living Trusts with Pour Over Wills to avoid probate, to ensure the smooth transfer of assets to loved ones at death, and to minimize taxes.
• Preparation of General Durable Powers of Attorney (Financial) as well as Health Care Powers of Attorney/ Advance Health Care Directives in order to ensure that the client’s wishes with respect to life sustaining care are respected by medical care givers.
• Assistance with Funding Living Trusts by transferring title to assets to the client’s trust once formed.
• Formation of Limited Liability Companies to hold certain assets as a method of asset protection and to take advantage of fractional discounts in valuation.

If you would like to schedule a consultation with one of our attorneys to discuss your case, please call us at:

(408) 919-0088 or contact us.

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