Estate Planning

"Thank you so much for helping me get through a “terrible” situation! I’ve never dealt with the IRS before and found it quite intimidating! Thank you. "

- Ray O. | Testimonials

What is estate planning? If you were to ask 10 adult Americans this question you would likely get 10 different answers. Even otherwise financially savvy people seem confused about estate planning. Most people erroneously equate estate planning with death planning. They think estate planning is limited to arranging for the ultimate distribution of their assets at life’s end. Partly due to this confusion and also good, old-fashioned procrastination, it is little wonder that six out of 10 adult Americans have no estate plan.

In reality, the ultimate distribution of your assets is but one of many important elements to successful estate planning. Your estate plan involves a lifetime process of making legal arrangements to protect yourself, your loved ones and your hard-earned assets from three fundamental estate planning challenges: unnecessary probate, confiscatory taxes and unpleasant surprises. When a Revocable Living Trust is used, assets are managed without the need for court intervention.

We are a full-service estate planning law office working to provide peace of mind to our clients and their families. We are committed to personal service to each client, using only those legal tools and techniques that suit the individual client’s needs, goals and personal situation.


Contact

  • 916.797.7436
  • Toll-Free 866.277.8201
  • 2281 Lava Ridge Court, Suite 200
  • Roseville, California 95661

Members of

  • WealthCounsel
  • WealthCounsel
  • WealthCounsel

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