Estate Planning

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Complimentary 1/2 Hour Initial Consultation With Our Trust Attorney

Your assets are your hard-earned accomplishments, which you have accumulated during your lifetime. These may include real estate, bank accounts, savings, retirement plans, life insurance, stocks, bonds, business interest, and personal property. Estate planning is the process of considering, and creating a plan that allows you to control your property while you are alive, provide for yourself and loved ones if you become disabled, and distribute assets efficiently and effectively to your heirs. 

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Your Legacy May Include:

Memories we create over a lifetime, financial gifts, making the world a better place, or passing on our wisdom to others. Legacy Planning gives each of us the opportunity to accomplish our goals, both now and after we are gone.​​​​​​​​​​​​​​

Our team recognizes that creating a legacy involves much more than just the production of legal documents. Thus, our estate attorney takes a wholistic approach to estate planning, recognizing that each client is unique. For example, creating your legacy may involve planning end of life health care, spiritual beliefs, charitable goals, child rearing concerns, grief counseling, business succession, insurance protection, financial investments, and memorializing life experiences for successive generations to enjoy.

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When Our Customers Are Buying or Selling Real Estate

We have found that legacy concerns always emerge when our customers are buying or selling real estate. For instance, all customers must face the probate concerns surrounding the ownership of real property. This is why we have arranged for all our customers to receive a free initial consultation with our team's estate attorney. We know the value of identifying and caring for our customers legacy concerns.

Work With Us

We provide essential real estate and financial guidance to Bay Area homeowners and real property investors. Our commitment is to provide valuable services, philosophy, research, data and opinions to assist these ambitious Bay Area property owners.

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