Estate Planning

Whether one has considerable assets or otherwise, it is always wise to plan ahead in order to avoid unexpected consequences. Estate planning is the process of arranging for the disposal of one’s property. The main goal of estate planning is usually to maximize the value of the estate while reducing liabilities such as taxes. The two primary tools used for estate planning are wills and trusts. A will represents the intention of the testator and is essentially a document stating who gets what of the testator’s property. A trust is a system whereby property is held by someone for the benefit of another. If you do not have a will or wish to set up a trust, contact us and we will prepare them for you.

In the area of estate planning, our services include:

  • Drafting and execution of a will in accordance with the laws of the State of California.
  • Registering a will in order to ensure that the beneficiary has access to it.
  • Creating a trust and transferring assets to the trust.

TIP: An unanticipated accident can strike at any time. It is wise to have a properly drafted and executed will in order to ensure that your intentions are executed in case of a tragic event.