Estate & Asset Protection
Estate planning is how you keep control of your decisions and spare your family confusion and conflict. A clear plan is one of the most considerate things you can leave behind.
We start with your family, your assets, and your wishes, then assemble the documents that carry them out, such as a will, a living trust, powers of attorney, and health care directives. We also make sure a trust is properly funded, which is the step that makes it work. The result is a plan that reflects your decisions and holds up over time.
In California, an estate that passes through probate can face a public and lengthy court process. A properly funded revocable living trust generally allows your assets to pass outside probate to the people you choose. Naming who will act for you if you are incapacitated is just as important as deciding who inherits.
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