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. At WealthPLAN, PC, we can assist you in determining your goals and provide you with a customized estate plan that is designed to meet your objectives. Our goal is to educate you and your family about your options and ensure that you understand all of the issues involved. Our team helps you to navigate complex legal decisions.

A properly integrated estate plan coordinates all phases of your estate 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. Our firm will be with you through all the changes and help you make sure that your estate plan continues to achieve your ultimate goals. Our seasoned lawyers are well-versed in all aspects of estate planning and may be able to assist you with willsrevocable living trustsdurable power of attorney for property or living wills. Our 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 us to navigate with precision what we call “The 5 Infernos of Tax”:

  • Gift tax
  • Estate tax
  • Income tax
  • Generation-skipping tax
  • 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. Our 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
  • 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

WealthPLAN, PC is always there for our clients. We encourage you to ask questions and we will take the time to make sure that you are fully aware of all of your estate planning options. Our firm is driven to assist you in achieving your dreams and helping to ensure that your legacy is fulfilled according to your wishes.

We will provide you with exceptional service that will exceed your expectations. Our team has the know-how needed to implement the strategies that you choose. We follow a code of standards and personal ethics that you can rely on.

Contact WealthPLAN, PC to discuss how we can help you create an estate plan that reflects your goals. Call 408-918-9030