Estate Planning is an essential part of life whether you are a single person, a parent, or a
business owner; this process will help ensure that your wealth is properly preserved
and dispersed in the future. No matter what phase of life you are in,
contact a trusted
San Jose estate planning attorney at
WealthPLAN, PC to begin the process and to protect the future of your estate! At our
firm we are committed to helping people with their financial preservation,
in order to help protect families in the event of a tragic accident or
illness. Sadly, life is short and we may not be prepared to die whenever
our time comes. For this reason, estate planning is a process that encourages
individuals both young and old to take the necessary steps to ensure that
not only is their estate well managed after death, but that their loved
ones are also taken care of in the process.
Our firm was founded in 1996 by Francis B. Doyle and Mary Beth Ancona with
the purpose of helping those who are need of experienced attorneys to
come alongside them in the process of estate planning. The team here at
WealthPLAN, PC is a group of dedicated individuals that care about the
clients, and seek to help them do what is best for them and their future.
We are prepared to help our clients with a variety of their legal needs
guardianships, elder abuse, and many others. Our firm's mission is to preserve your
wealth for the future generations by means of helping enhance your wealth
even now while you are still alive. With our help we will find ways to
protect your future generations from different taxes, hopefully reducing
the cost. At WealthPLAN, PC we will do whatever it takes to help you create
the plan of action that you are comfortable with, one that will hopefully
save you money today and protect your assets in the future for your loved ones.
WealthyPlan is comprised of a strong group of attorneys that are highly
qualified individuals who have had the privilege of helping numerous clients
throughout the years with their various estate planning needs. Founding partner,
Francis Burton Doyle has close to
30 years of experience with not only estate planning, but also in tax,
probate and trust litigation and administration. He attended Santa Clara University
for his B.A. and then went on to receive his M.S. degree in Taxation from
Golden Gate University. Wanting to further his education even more, he
pursued his law degree from the University of San Francisco Law School.
Not only is he a dedicated attorney, but his love for the community spreads
farther than the doors of his office as he is known for his involvement
with those in the Silicon Valley. He is also an active believer in educating
others in the field of law and is currently a professor of Law at Lincoln
University School of Law teaching a class on
Wills and Trusts. Those who hire Mr. Doyle are going to receive not only a knowledgeable
and experienced attorney, but also someone who cares about the people.
To learn more about his experience and credentials, you can also view
his LinkedIn profile by clicking
Co-founder and paralegal,
Mary Beth Ancona is a dedicated individual who has been working in the area of estate planning
for over twenty years. She plays a vital role of the legal team at our
firm as she is known for ability to draft and implement estate planning
matters for those at the firm. Ms. Ancona is committed to creating a comfortable
environment for the client's one that is centered around trust and
strong relationships with each and every client. Mary Beth graduated from
the University of Nebraska and then received her paralegal certification
from the Santa Clara University Paralegal Institute with an emphasis in
Estate Planning, making her a perfect addition for the firm she would
later be a part of. She is known throughout California as she has participated
as a speaker in various seminars about estate planning and other various topics.
WealthPLAN, PC is proud to announce that we have received an AV Preeminent® rating from
Martindale-Hubbell® a high honor acknowledging our firm for our high ethical standards
and legal ability. Attorneys at our firm have also received the privilege
of being listed as
Super Lawyers®as well. We are honored to share these awards with you as they speak volumes
for our firm's ability to walk alongside clients with a variety of
their different legal needs regarding their estate and financial matters.
Our firm is founded on a few general philosophies specifically that our
clients come first; we are here to help you plan for the future with a
method that you feel is best for you! We are also committed to answering
questions quickly because we understand how essential these matters may
be for you, your family or business. That being said, deadlines are also
essential and we are committed to meeting those requirements you may have.
Our mission is to help you make wise choices regarding your finances and
estate for you and the family, hopefully making decisions that will benefit
not only your children but the generations to come as well!
If you would like to further connect with our firm, please add us to your
social media networks! You can find us on
Google Plus and
Facebook, and here we will add posts that we believe our viewers will find valuable
to their life and estate planning needs. Whether it is a blog update regarding
tips for the holidays and estate planning or it is information regarding
changes in state laws, or aim is to help you learn and show you the many
ways that WealthPLAN, PC can offer you legal service.
Our San Jose office is located at
1635 The Alameda, 2nd Floor San Jose, CA 95126, and we also have two other offices in both Palo Alto and San Ramon. If
you would like to make an appointment, please call us today at
866-257-4340. Are you ready to take that next step in planning for you're the future
of your estate? Do you feel that it is time to make sure your children
are well looked after in the event of an accident? If so, do not wait
another moment before contacting a trusted
San Jose estate planning attorney at WealthPLAN, PC today for more information!