If you don’t have an estate plan, California does.
Do you really want the state controlling your assets?
Instead, work with an estate planning and trust attorney to take control of your estate and…
Living trusts are designed to avoid probate. Holding your valuable property in trust has the advantage of not being part of your probate estate after death.
Prevent Unnecessary Tax Burden
A flexibly-drafted living trust estate plan with tax planning can avoid putting an unnecessary tax burden on your beneficiaries.
Provide for Minors
An inheritance left in trust for a minor beneficiary can indicate who is going to manage and distribute the funds as well as the age at which the funds will be turned over to the beneficiary.
Gain Peace of Mind
A living trust can provide you with the peace of mind that comes from knowing that your assets and your heirs will be protected in the events that you unexpectedly become unable to handle your own financial affairs.
What exactly do you need to secure your assets and the future for your children?
If you live in San Francisco Bay Area and own real property or other property valued at over $150,000 (including investments), it is important to have an estate plan that will provide support and financial stability for your surviving spouse, children, and grandchildren – and to preserve your wealth for later generations.
But bad decisions can lead to disastrous results. This is where I come in. I am a local Bay Area estate planning attorney. I can help secure the future for your heirs and put your mind at ease today. Please contact me for a complimentary consultation about how you can achieve your goals, perpetuate your values, and carry out your wishes.
My wife and I were looking for an Bay Area attorney to handle our estate planning and found Daniel DuRee. He was personable, professional and very thorough. He explained everything in a way that made it easy to understand. We now have everything very well organized in a trust binder and most importantly, we have peace of mind. Norman, Clayton