Unique and Comprehensive Estate Planning Capabilities
Managing and protecting all that you've earned can be a daunting task. Properly structuring your investments, developing tax strategies that minimize liability, and constructing a comprehensive estate plan that actually accomplishes your goals are just a few of the challenges involved when the time comes to get your financial house in order.
At Meyer & Yee, we bring an extraordinary depth of experience to the asset management and estate planning services we provide our clients. Meyer & Yee founder Dr. Kent Meyer has a multidisciplinary background that includes estate, business, and tax planning, allowing us to offer advice and counsel that takes into consideration a wide range of legal, financial, and practical issues which impact the effectiveness of an estate plan. Additionally, Dr. Meyer's extensive global experience allows him has to develop sophisticated international estate plans that cross borders while covering all bases.
Whether you need to create a simple will or a complex trust, we can help you craft an estate plan that maximizes tax advantages and protects the people and assets that matter most. Our approach is sophisticated but plain-spoken; we take the time to fully understand your estate planning goals, answer your questions and explain your options, and then construct a plan that fits your needs as well as your budget.
Wills & Trusts
Without a will, your property will be distributed according to state law and not always in the way you would have preferred. Similarly, trusts allow you to bypass probate by titling assets in the name of your trust, which you can control as trustee during your lifetime. Upon your death, your beneficiaries can continue to enjoy income from the assets within your trust. There are many types of trusts, including irrevocable trusts that confer tax benefits and other trusts that allow you to provide for your loved ones in a variety of circumstances. We prepare an assortment of trusts, including:
Charitable lead and remainder trusts
Special needs trusts
Generation skipping trusts
Irrevocable life insurance trusts
Durable Powers of Attorney & Advance Health Care Directives
We recognize that contemplating a time when you may not be able to take care of your own affairs or are otherwise incapacitated can be uncomfortable or unpleasant. Nevertheless, we also understand that so much of estate planning is focused on minimizing the practical and emotional difficulties for loved ones who are facing the loss of a beloved family member. That is why planning for the possibility of serious illness and incapacity is so important. Without the right documents in place, your health and your finances could be left to chance, and your loved ones may be placed in the awful position of making life and death decisions without having a full understanding of your wishes.
Fortunately, durable powers of attorney and advance health care directives allow you to delegate life's most important decisions to people you trust and can remove much of the uncertainty that can arise during those difficult times. A durable power of attorney so called because it endures even after you have become incapacitated allows you to name a trusted individual to pay bills, handle your finances, and make health decisions on your behalf. An advance directive permits you to state your wishes regarding life support and other types of health care in the event you become terminally ill or permanently unconscious. You can also appoint a trustworthy person to oversee your health care-related wishes in a final illness.
Meyer & Yee: Sacramento/Roseville Estate Planning Lawyers
At Meyer & Yee, we bring clarity and peace of mind to the often confusing area of estate planning. Dr. Meyer and our entire team will work closely with you to protect your interests, your family, and your life's work. If you have questions or require assistance with your estate planning, we provide responsive, accessible, and plain-spoken counsel. Please give us a call at (916) 599-7297 to discuss your issues and concerns. We look forward to the privilege of being your attorneys.