Estate Planning
San Jose Estate Planning Lawyer
You care about your family’s future. You want your loved ones cared for. You rightfully want your wealth preserved.
Our team of trusted attorneys are dedicated to:
- Preserving your wealth and assets for your loved ones.
- Minimizing your estate taxes.
- Ensuring your plans and desires are carried out.
We present our clients with a range of tailored estate planning options that may include:
- Gifting
- Charitable giving
- Private foundations
- Asset protection
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- Specialized plans for owners of closely held businesses
- Specialized plans for executives of publicly held corporations
- Business succession plans
- Retirement planning
California’s probate laws and Federal tax laws can make an estate plan needlessly complex. This complexity can leave your estate vulnerable to estate taxes and burdensome bureaucratic processes. We work with our clients to develop estate planning goals for themselves and their families. We pride ourselves in assisting our clients to achieve their goals using tax sensitive and practical methods.
Whether you are single or married, young or old, having one of our experienced lawyers prepare the proper estate plan can provide a high degree of safety and security for you and your family.
