An Estate Planning, Trust Administration & Probate law firm
I founded my law firm in 1998 to help people simplify the complex tasks involved in leaving your assets to your heirs. Over 1,800 satisfied clients have simplified their estate plans over the last thirteen years by creating a trust to keep their heirs out of the probate process. Contact me if you would like to learn more about how I can help you.
303 Twin Dolphin Dr 6th Floor
Redwood City CA 94065
estate planning trust administration
6200 Stoneridge Mall Rd.
Pleasanton, CA 94588
A firm focused on planning and administering client's estates.
Estate planning involves putting your affairs in order so as to maximize the benefits that your assets can provide to you during your life and to those you desire to benefit from it after your death. An estate plan is comprised of one or more documents that provide you with control over the decisions about your loved ones and financial affairs in the event of your death or incapacity. A good Estate Plan has three main goals: (1) to pass your property to the people you choose, (2) to reduce or eliminate expenses, taxes, court interference and wasted time during the transfer of the property, and (3) reduce the ability of others to interfere in your decisions.
Many people believe that only the very wealthy need an Estate Plan. However, anyone who owns any property worth greater than $150,000, or has minor children or has a desire to ensure that your loved ones and financial affairs are taken care of should consider an estate plan. If you do not plan your estate, then arbitrary intestate laws will determine who will get your property. In addition, your beneficiaries will have to incur attorney fees, courts fees, and probate expenses to receive an inheritance.
I strive to establish trusting and enduring relationships with my clients. The estate planning and wealth transfer process can take place over a number of years. It is my goal to become one of your familyâs intimate advisors so that I can guide you to strategies that are appropriate for your particular family circumstances, level of wealth and tolerance for risk and complexity.
J. D., Tax Concentration, University of California, Hastings College of the Law
M. B. A., Santa Clara University
B. A., Economics, UCSC
Bar Number: 197121
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