Estate Planning

Estate planning is complex, encompassing property, business tax, and other areas of the law. A good estate plan will avoid probate, minimize or eliminate estate taxes and provide instructions on how to manage your affairs if incapacitated. We create a collection of documents designed to ensure your wishes are brought to fruition. We prepare:

• Revocable Living Trust
• Last Will and Testament
• Pour-Over Last Will and Testament
• Durable Powers of Attorney for finances
• Nomination of a Guardian (if applicable)
• Asset transfer documents
• California HIPAA Authorizations
• Advance Healthcare Directive
• California HIPPA Authorizations