Estate Planning Overview
Integrated Estate Planning with WealthPlan, PC
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, PC 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, PC'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, PC 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, PC’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, PC 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, PC will advise you to safeguard and
preserve your wealth before incurring a significant taxable event.
Plan for the Future – (408) 548-7069
WealthPLAN, PC 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.