2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Estate Planning

Plan, Protect and have peace of mind with our experienced estate planning attorneys.

You have worked hard to achieve success. Now you want to make sure your assets are protected and your golden years are spent in comfort. You also want your loved ones well taken care of after you are gone. This all can be accomplished with proper Estate Planning. We dedicate ourselves to helping individuals and families from a wide range of social and economic backgrounds do just that.

Together, we will create an estate plan for you that protects your hard-earned assets and your legacy. We can also ensure your children’s inheritance is safe from creditors, predators, and even their own inability to handle an inheritance alone.

Our estate planning team has the answers when it comes to questions like:

How can I make sure those who are dependent on me are also taken care of if I become incapacitated? What can I do to make sure my family doesn’t fight after I die? How can I make the whole process as easy as I can for my loved ones?
Estate Planning Walnut Creek Header

What you need to know about Estate Planning.

Even if you already have an estate plan, chances are our experienced team can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.

It’s important to note that if you don’t have an estate plan, the State of California will create one for you. How? Decisions about your assets, that is, “who gets what,” will be made by the California probate court, based upon California statutes. Not surprisingly, “California’s Plan” will not focus on minimizing taxes or looking out for the best interests of you and your heirs. That’s not the State’s goal. This is our job.

Estate planning addresses other important matters as well. For example, if you become incapacitated, who will make financial and medical decisions on your behalf? If something happens to you and your spouse, who decides how your minor children will be cared and provided for? Again, the State of California has laws governing situations such as these. With an estate plan of your own, you make these decisions. You have control.

We have the experience and mastery of estate planning law to design and implement a solid plan. We help to ensure you have control over legal matters that impact your well-being and that of the people you love.

Contact us today to discuss your particular concerns, goals, and hopes for the future.


Estate Planning – Beyond the Basics

The Essential Guide For Estate Planning Beyond the Basics. Learn how to comfortably define gray areas and assess your own unique needs to effortlessly build a secure future now.

2890 N. Main Street, Suite 206
Walnut Creek, CA 94597


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