Estate Planning Attorney in San Jose, California

There is a common misconception that once your estate planning documents are completed and signed, the process is over. The truth is, at that point, you are only halfway done. To really solidify your plan you need to understand how estate planning really works, the best ways to protect specific assets, and you should know exactly what you want to be included in your will or trust.

I will teach you what you need to know to populate your will or trust strategically, so as to avoid probate and various estate taxes. Your estate plan will be comprehensive and honored by the court when the time comes and will help ease the process of execution and distribution on all surviving family members.

Everyone needs an estate plan that fits their lives, not a one-size-fits-all plan. I will explain how you can accomplish your goals and advise on certain changes you should make to your will or trust if and when circumstances change.

Over the years I have assisted countless individuals and families with the creation and later modification of their wills, powers of attorney, living trusts and other estate planning documents to address new issues that have emerged in their lives. I can help you and your family account for the same changes as you move through life. No matter what, I'm committed to ensuring you're prepared for whatever lies on the road ahead.