“Put not your trust in money, but put your money in trust” Oliver Wendell Holmes, Sr. (1809-1894)

Estate Planning Topics

Estate Planning

When a person dies with or without having a will, a petition will be filed with the probate court, and the distribution of the estate will be in accordance with California law. This process will require the services of an attorney and takes between one and two years to complete.

Estate planning is the way in which you have the opportunity to decide how your assets are distributed after you pass away. With some simple and inexpensive estate planning, you can reduce or eliminate estate taxes and avoid the delay and expense of a probate proceeding. We can show you ways to pass your assets to your loved ones in a way that makes it easier on them at their time of loss. You will maintain complete and confidential control for as long as you are able, and should you become incapacitated, an estate plan will provide appropriate protection for you and your loved ones. A proper estate plan will also provide for your minor children or grandchildren, including a guardianship for your minor children if necessary.