Trust, Estate Planning and Probate
TRUSTS
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts can also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust may help avoid probate upon your death. To learn more about trusts and how they may benefit you, we will be happy to help you consult a qualified estate planning attorney who can assist you with these issues.
ESTATE PLANNING
We can refer you to one of our estate planning attorneys to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you pass. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
PROBATE
We can refer you to one of our estate planning attorneys to help meet your individual needs.
Probate is the potentially lengthy and costly legal process that oversees the transfer of your assets upon your death. If you do not create a will or set up a trust to transfer your property when you pass, state law will determine what happens to your estate. This is called intestate. Without a will or some other form of legal estate planning, there is the chance that more of your property may not go where you want it to. We can refer you to a qualified estate planning attorney who can assist you in these matters.
By contacting us, you may be offered information regarding the purchase of insurance and investments products.
Phone: (510) 217-8125
Fax: (510) 227-5931
2413 Webb Ave. Suite B
Alameda, CA 94501-2922