San Jose Estate Planning Attorney
Integrated Estate Planning
Each of us has an
estate plan written by the California legislature. It’s called The Probate Code.
Fortunately you can “opt out” of that plan by working with
a qualified attorney. WealthPLAN assists clients in determining their
goals and provide them with customized estate plans that are designed
to meet their objectives. Their goal is to educate clients about their
options and ensure that they understand all of the issues involved. The
team helps them to navigate complex legal decisions.
A properly integrated estate plan coordinates all phases of a person’s
plan from the power of attorney through trust funding and appropriate
beneficiary designations. WealthPLAN's experienced team prepares all
traditional estate planning vehicles and documents including wills, powers
of attorney for property, health care directives, revocable trusts, irrevocable
trusts, gifting programs, family partnerships and other planning strategies.
Working With an Accomplished Team
WealthPLAN wants to build a life-time relationship with you. The firm will
be with you through all the changes and help you make sure that your estate
plan continues to achieve your ultimate goals. Their seasoned lawyers
are well-versed in all aspects of estate planning and may be able to assist you with
revocable living trusts,
durable power of attorney for property or
living wills. The trusted legal team will work with you to help you understand all
of your options.
The Complex Tax Issues of Estate Planning
Sophisticated estate planning requires a multi-level analysis and understanding
of the tax implications of any advanced planning technique. In addition
to law degrees, WealthPLAN’s attorneys hold advanced degrees in
taxation that allow them to navigate with precision what they call “The
5 Infernos of Tax”, including gift tax, estate tax, income tax,
generation-skipping tax, and real property tax.
In addition to cornerstone estate planning services, WealthPLAN offers
premier legal expertise in the highly complex arena of significant wealth
preservation and transfer. Their attorneys have extensive knowledge, experience
and education in utilizing specialized techniques such as grantor retained
trusts, intentionally defective irrevocable trusts, dynasty trusts, gifting
programs, pre-IPO/acquisition planning, asset protection planning, charitable
trusts, and private foundations.
Specialized planning in advance of a significant event such as a public
offering or the sale of a business presents unique opportunities for the
informed individual. The best time to strategize is months in advance
of an anticipated event. WealthPLAN will advise you to safeguard and preserve
your wealth before incurring a significant taxable event.
Plan for the Future – (408) 548-7069
WealthPLAN is there for their clients. They encourage you to ask questions
and will take the time to make sure that you are ful–ly aware of
all of your estate planning options. The firm is driven to assist you
in achieving your dreams and helping to ensure that your legacy is fulfilled
according to your wishes. They will provide you with exceptional service
that will exceed your expectations. Their team has the know-how needed
to implement the strategies that you choose. They follow a code of standards
and personal ethics that you can rely on.