Estate Planning

We believe that every client is unique, and we provide customized estate plans to meet each client's needs. We know that planning for the future can be overwhelming and confusing. We are here to guide you every step of the way. Whether you are just starting out or already retired, let us help you prepare for the future today.

WILLS: THE FIRST STEP

If you do not already have an estate plan, the first thing you need is a will. With a will, you decide who gets your property when you die. Without a will, the State of California decides who gets your property.

WILLS: THE FIRST STEP

If you do not already have an estate plan, the first thing you need is a will. With a will, you decide who gets your property when you die. Without a will, the State of California decides who gets your property.

TRUSTS: THE NEXT STEP

If you own a house or have young children, a revocable living trust may be an essential part of your estate plan. With a revocable living trust, your family gets your property without the costs and delays of probate. This is just one reason you may want a trust.

INCAPACITY PLANNING: WHO WILL MAKE DECISIONS FOR YOU?

At some point, you might not be able to make decisions for yourself. Advanced healthcare directives, HIPAA releases, and durable powers of attorney give you the power to choose who will be your voice when you cannot speak for yourself.