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 including estate planning, trust litigation, trust administration, 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 here.
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 Twitter, 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. 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!