Estate Planning and Wealth Management

The Firm’s Estate Planning practice is dedicated to preserving and protecting the assets of our clients and to facilitating transfers of wealth in an orderly, cost-efficient manner. The Firm has the knowledge and the experience necessary to guide a client who wishes to insure for his or her current financial, health and other needs, to nurture children, to plan for future generations, avoid probate in California, provide gifts to charities or the less fortunate, and/or to minimize the tax and other costs associated with these objectives. Administrative services representing executors, trustees, beneficiaries and other interested persons in probate and trust administration matters are available.