San Jose Estate Planning Attorney
Estate Plans, Trusts, Succession Planning, Wills, Probate and Other Estate Planning
WealthPLAN is a law firm that provides the highest quality, personal legal
services to individuals, families and business owners that are interested
in ensuring their affairs are properly arranged for the future with regard
to wealth preservation. The firm offers counsel in all aspects of estate
planning and are very experienced in complex legal issues regarding
business & succession planning, as well as providing legal representation. They have exceptional knowledge
and experience in protecting the assets of
limited liability companies (LLC), and
partnerships & limited partnerships.
Estate Planning Lawyer in San Jose
estate planning, the quality and experience of your San Jose estate planning attorney
is extremely important. WealthPLAN has served their individual and business
clients for over 15 years with accomplished skill in all areas of estate
planning. How your matter is arranged and managed has a significant impact
on tax liabilities as well as other critical issues. WealthPLAN has assembled
a group of experienced, high energy, client-focused legal professionals
that will provide you with exceptional knowledge and commitment to get
your estate planning arranged with a focus on the protection of your assets
and their future distribution. Wealth transfer should be carefully managed
to help you avoid financial exposure, costs, and legal challenges as much
as possible, with smart and timely choices based on current law.
WealthPLAN can assist in all types of planning, including:
Additionally, they can assist you in matters regarding
income, estate & gift tax planning
, and are fully up-to-date on all current available opportunities in this
regard. If you are facing a legal matter with regard to
, or need qualified legal representation in
, they have the experience, both in negotiations and in court that is truly
necessary in these complex financial issues.
WealthPLAN also provides legal representation for
guardianships and represents clients in cases of
elder abuse when an estate is involved, as well as difficult and complex
IRS examinations and audits, including
estate tax examination and audits,
gift tax examination and audits, and any other financial, tax issues or legal challenges that can arise.
When you need true legal expertise, the firm has garnered a reputation
for exceptional knowledge in estate planning and client-care. WelthPLAN
is frequently called upon by accountants, insurance agents and asset management
professionals to assist in arranging complex estate planning matters for
the greatest benefit of the client. Each case demands a full evaluation
to determine what will meet your specific needs. They are committed to
family wealth preservation and are very familiar with the most complex
financial matters and advanced estate planning. Skilled legal counsel
from the firm can help secure your family legacy and ensure that your
wishes are complied with.
Contact a San Jose estate planning attorney
from WealthPLAN for more information.