Our recommendation is an estate plan for everyone. Count on our attorneys to draft, amend, revise, and administer trusts and estate plans, no matter how simple or complex. We craft a tailored solution that will achieve many important goals:
Estate Planning refers to steps we take to implement your wishes after you pass. Estate Planning can also address what happens if you become incapacitated or are just unavailable (for other reasons) to manage your assets, income, transactions or social issues for your loved ones. A comprehensive estate plan can encompass treatment for your assets and income, potentially save on taxes and probate fees, designate your agents for powers of attorney, trustees, conservators, guardians, and generally preserve wealth and succession for future generations.
Probate requires public court filings, typically takes at least a year and is significantly more expensive than estate planning. There are a few asset succession procedures that are exempted from the probate process or use a limited or less costly procedure. The best answer is to have a comprehensive estate plan including a trust in place. We recommend that a full estate plan be put in place for anyone owning or planning to own real estate, having or planning to have a family, with any significant assets or just wanting their affairs to be kept private. In those cases where alternatives to the full estate plan is sufficient, we can and do assist clients as well.
Estate Planning is a prudent step for everyone, wealthy or not. The benefits of a properly drafted estate plan include:
From our Bay Area office, we offer a number of estate planning services. These services include:
Cirrus Law is a full service law firm with attorneys practicing in many disciplines. We are based in the Bay Area, CA. Practice areas and services we provide that are closely related to Estate Planning include:
You may choose to discuss your estate plans with your heirs. You should discuss your estate plans with a qualified estate planning attorney. We provide most estate planning services for a set fee which will save your beneficiaries a much greater amount in the future. A conversation about the services we provide is free and we can provide you with an estate planning questionnaire to help you focus on questions and gather information to start your estate planning journey. We are always happy to help.
We believe that establishing a firm attorney-client relationship is a collaborative process that requires us to listen as well as speak. To get started, reach out to our firm today. We will gladly begin a partnership with you, so we can discuss your goals and potential options together.