California Estate Planning
Estate planning in California combines financial benefits, such as the avoidance of a costly probate process and the reduction of tax liability, with invaluable benefits, such as the knowledge that you will be taken care of according to your wishes if you become incapacitated and the knowledge that your personal values will guide the care of your loved ones. A quality estate plan tailored to your personal needs provides value to you and your loved ones today and in the future, because it helps to ensure that:
I found the level of communication to be exceptional. The speed to a final product was beyond compare.
David D., Palo Alto*
One could get less expensive trusts. However, we felt Gadi asked questions and was extra helpful in establishing a trust specific to our needs.
Mary Lou G., Petaluma, housewife*
Copyright 2012: Gadi Zohar Trusts & Estates Attorney. California Estate Planning. All rights reserved.
IRS Circular 230 Disclosure: Any discussion of or advice regarding United States tax matters contained herein (including any attachments hereto) does not meet the requirements necessary to be a "covered opinion" as defined in Internal Revenue Service Circular 230, and therefore, is not intended or written to be relied upon or used and can not be relied upon or used for the purpose of avoiding federal tax penalties that may be imposed or for the purpose of promoting, marketing, or recommending any tax-related matters or advice to another party.
*Testimonials or endorsements herein do not constitute a guarantee, warranty or prediction regarding the outcome of your legal matter.
- Your property, including your home, your financial assets and your personal items, will be preserved and passed on according to your values.
- Others will know who should take care of your minor children or dependent adults if you are unable to care for them.
- Your wishes regarding medical care and personal finances will be followed in the event you are unable to express such decisions due to severe injury or illness.
Palo Alto estate planning lawyer, Gadi Zohar, can help you achieve the peace of mind of knowing that these vital issues have been addressed. Where appropriate, he can create your living trust so that your estate can go through a relatively efficient, private California trust administration rather than a costly, time-consuming, public probate administration. Gadi Zohar is versed in California estate planning, California trust administration, probate and beneficiary representation.