Whether you’re starting your first estate plan or need to update an existing one, we’re here to support your long-term goals. A well-rounded estate plan considers your assets, your loved ones, and the reality that life and laws will continue to change over time. No two families have the same needs, and no single tool covers everything. If any of these apply to you, it may be time to review your current plan or start one that’s built around your family’s real need


Their advice must be objective and transparent, ensuring that your financial goals always come first. In this guide, we’ll explain what that means, why it matters—especially for individuals and families with significant wealth—and how to find a fiduciary partner who aligns with your goals and values. Joining NAPFA was one of the best decisions I made as a financial planner estate planning California as it has helped me find a community of like-minded individuals committed to the cause of Fee-Only financial plannin

What's Included in a Complete Living Trust Package?
If you anticipate serious family disputes, will contests, or disinheritance challenges, you may need extra-protective planning with a specialist. Every California family deserves quality planning, not just the wealthy. No Hidden Fees Everything is included except county recording fees ($15-$50) for your deed.
Our Glendale office has lower overhead than Beverly Hills or downtown Los Angeles, and we pass those savings to clients. Many people think a simple will is cheaper than a trust. If you want to make changes during the drafting process, some attorneys charge hourly fees ($300-$500/hour). Some attorneys charge $200-$500 for an initial consultation, then don't apply it toward your final fee if you hire the

As we create these estate plans, we utilize our experience and expertise to meet the specific goals of each individual client to ensure that their legacy will continue on by properly providing for their famil


"We want to make sure these trusts are as flexible as possible, because they’re intended to last a really long time," says Anderson. "To help preserve and build wealth in the trust, it is most appropriate to select assets that offer high potential appreciation and little or no transfer tax value today," says Anderson. A legacy trust can hold a wide variety of assets, from traditional investment portfolios to specialized assets such as real estate, family businesses, closely held business interests, and oil and gas interests. Here’s what to know about these trusts — and why a legacy trust might be worth considering. Legal arrangements that allow you to transfer assets to a trustee who manages them for the benefit of your beneficiaries.
Estate and Business Planning
Most people understand that the primary reason for an estate plan is to facilitate the transfer of wealth from parents to children. Many people are concerned about the legacy that they will leave, or the imprint they will make on the world after they pass away. Please call our office(s) to get learn how we are engaging with current clients and new at this time. However, in more and more cases, we have noticed that the financial structure is lacking for seniors and their families, especially when trying to pay for long-term care services. Cartersville, Georgia attorney Sharon McCoy focuses her estate planning California practice on families in need of estate planning and elder law services. The trust document further provides that on Christina’s death (whether it is before or after his own), the grandchildren become the beneficiaries of the trus


The document takes all the unique aspects of his situation into account. To accomplish his goals, the lawyer drafts a trust document to address Dr. Smith’s concerns. When she dies, she could leave her entire estate to her husband (as most wives do) — or her husband could make a claim against the estate for spousal support under Georgia law. Under Dr. Smith’s Will, Christina would inherit the family legacy outright on his death. Since he is extremely busy, he goes online and uses a DIY (Do-It-Yourself) service to make a Will, leaving all his assets to his daughter. Like many people, Dr. Smith thinks that he only needs a Will to pass his family legacy along to his daughter and grandchildre


By holding title to assets in a revocable trust, the grantor ensures that those assets will pass to beneficiaries quickly and efficiently without the delays and costs of probate. Beneficiaries – The individuals or entities entitled to receive the trust assets upon the grantor’s death or at other specified times. Our Irrevocable Trusts page explores asset protection and tax planning strategies for larger estates. Choosing between revocable and irrevocable trusts depends on your specific goals, asset level, family situation, and risk profile. These tax details are complex and vary significantly based on your specific situation. Most California estates benefit from a revocable living trust as the estate planning California foundation of their estate plan.
Requires Upfront Wo