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 wills, 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.

Contact WealthPlan, PC to discuss how they can help you create an estate plan that reflects your goals.

Request an
Initial Consultation

Schedule a time to discuss your goals with the team.