Any good Estate Plan is going to accomplish three main goals.  First, and foremost, it should give away the client's property in the way they intend to.  Second, it should attempt to avoid formal Probate, if at all possible.  Third, is achieve these goals quickly and in a cost effective way.

The Client's Wishes

When preparing an Estate Plan, the client's wishes are paramount.  Families are complicated and I understand that deciding how to divide your estate can be difficult.  Contact me if you need help doing so.

Avoiding Probate

While most clients are worried about estate taxes, by far the biggest expense most estates will face after death are probate costs.  A typical probate in Southern California can last nearly two years and cost tens of thousands of dollars.  Contact me to learn more about avoiding probate.

Skill Three

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