Estate Planning

(707) 588-9700

Estate planning is not just for the wealthy…it’s for everyone.

Planning for your family’s financial future is not just for the one percent; it’s important for everyone--especially if you have a spouse or children.

The reality, of course, is that most people do procrastinate and never get around to estate planning--until it is too late. There are many reasons this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or believe that because you are young and healthy, there’s plenty of time to worry about the future.

Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up--not you or your family.

We are here to help you.

If you’re ready to start planning for your loved ones, you probably have plenty of questions. The good news is that we have answers. We stay current on tax law changes that affect estate planning and have developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client.

Here’s what else we do for you:

  • Ensure your assets are allocated to spouses, children, trusts, and charities.
  • Periodically review your estate planning needs as your family situation and finances change
  • Gift tax strategies
  • Business succession planning
  • Trust administration
  • Tax planning and preparation including estate, gift, and fiduciary tax returns
  • Don’t your loved ones deserve peace of mind?

If you haven’t developed an estate plan, it’s not too late.

Call our office today and schedule a consultation. You and your loved ones have nothing to lose--and everything to gain.

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