Wealth transfer and management encompasses legal matters related to asset protection, estate planning, wills, trusts, and estate taxes. Through these legal instruments, individuals and families can ensure the proper distribution and preservation of their wealth.

Key Areas of Practice:

Wills: A legal document specifying the distribution of an individual’s assets after death. California has specific requirements to ensure a will’s validity.

Living Trusts: Unlike wills, living trusts take effect during a person’s lifetime, allowing assets to transfer to beneficiaries without going through probate.

Medical & Financial Powers of Attorney: These legal documents authorize a trusted person (e.g., a family member) to make healthcare or financial decisions if the individual becomes incapacitated.

Estate Tax Planning: While California does not impose a state estate tax, federal estate tax considerations apply. Proper tax planning helps families maximize wealth passed to the next generation.

Asset Protection: Legal structures such as family trusts can shield assets from potential future creditors.

Our expertise ensures that wealth is preserved, taxes are minimized, and legacy wishes are carried out efficiently.