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ESTATE PLANNING

Build your estate and keep it in the family . . .
Wills, Trusts, Probate, Guardianship, Conservatorship


Estate Planning

Living Trusts

Wills

Limited Family Partnerships

We can help you with the following types of problems:

Transferring property after the death of a spouse/parents or relative?

Estate Planning

Living Trust

Full Probate Services

Prompt result in simple estates

Extensive Experience in Complex estates

Will and Trust Contest

Transfer of Property without Probate

Wills and Trusts

Asset Protection

Probate Law

Probate / Trust Litigation

Elder Abuse

Avoid expensive probate and maintain your privacy by using Living Trusts

Reduce or eliminate taxes

Control the management of your assets and your healthcare should you become incapacitated
 
There have been many recent changes in the law that directly impact  and affect your future estate.  
Are you aware of the changes and how they affect and impact your present plan? Taxes and probate expense can easily waste over one-half of your estate.

WHAT ARE YOUR CONCERNS?

Passing on your wealth to your heirs, creditors or developing an effective plan that will take care of the ones you love most while preserving your assets for the use and enjoyment of future generations?

Have you considered a family limited partnership, revocable trust or irrevocable trust?  Have you considered any inheritance tax liabilities being funded into an insurance trust?  Do you have a child that is not capable of managing their money or your money?

With a proper organization and structures, these issues can be addressed so that your goals will be attained.

Whatever your concerns may be, whether it be taking care of your children or formulating a tax-beneficial plan, our office provides creative solutions for your every need.

 

39560 Stevenson Place, Suite 217, Fremont, California 94539 Tel: (510) 797-7990 Fax: (510) 745-8606 Email: jkitta@aol.com

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