At WealthPLAN, PC, we get that safeguarding your investments and ensuring you maintain control over your personal and business legacy may be keeping you up at night. Our lawyers have the experience and knowledge to put you in command of your peace of mind.
Your estate planning is a personal process, but it can feel overwhelming without legal assistance. You may own a business, have several homes and a vacation spot out of the country, securities, vested retirement accounts and specialty cars. While some of your assets have designated beneficiaries, others do not.
At WealthPLAN, PC, we understand that discretion is paramount. And so is keeping your estate planning documents up to date, especially when significant life events occur, such as marriage, divorce, death of a spouse, or the birth of a child. We offer a carefully tailored analysis of your options so aligning your legacy preferences becomes manageable.
Are You Still Raising Young Children In Your Home?
If you are still raising young children, not only will you need to designate who will inherit your property, you will need to think about choosing a guardian for your children, among other difficult issues to consider safeguard the security of their financial future.
We are here to answer your questions, provide guidance and even make suggestions when you come to a crossroads about a decision.
Serving Clients Throughout Santa Clara County And The Surrounding Communities For More Than 20 Years
Experienced Advocates Guiding You Through Complicated Legal Matters
While we may partner with your financial planner and accountant for accuracy in your estate planning, our estate planning and probate attorneys have the knowledge and experience to assist you with even the most complex legal issues in-house. Our core practice areas include discerning trust and probate administration, estate and trust litigation, business succession planning and tax controversy issues.
We have been serving clients in and around Santa Clara County for more than 20 years. Our practice has continuously grown over this time primarily though client referrals. Our clients tell us they appreciate our sensitivity and wisdom in anticipating potential obstacles and answering all of their questions. When it comes to estate planning, business succession, effective handling of probate, or resolving intricate trust, estate or tax disputes, our attorneys are here for you every step of the way.
We are here to help you live your best days. Our legal team at WealthPLAN, PC encourages you to ask all the questions you need to ask for your peace of mind. We will respond to your inquiries promptly. Call WealthPLAN, PC, in San Jose at 408-918-9030 or send us an email to make arrangements for a consultation.