Home  |  About Us  |  Areas of Practice  |  FAQ  | Contact Us  | Remittance      
       
         
                 

THE ESSENTIALS OF A SOUND ESTATE PLANNING STRUCTURE

Will and Trust Estate Attorney – Protect Your Wealth and Preserve Your Future

As we age, our needs change. We help young families and individuals planning for their futures, seniors and their loved ones prepare for the years to come, and business owners plan for succession of their business interests. Estate planning is all about preparing for the future - about taking control of the future, not just letting it happen. To find out how we can help you protect your wealth and preserve your future, call Kristan Kelsch, Attorney at Law, for a free consultation at 916-239-4000 or email at Kristan@klklaw.net.


Estate Planning

When we draft estate plans it is our goal to protect you and your loved ones from unnecessary expense and the complexity that estate administration can sometimes involve. We also work with your insurance advisor, CPA and Financial Planner to help reduce tax liability. We believe in a team approach.

There are a number of tools we use to help people plan their estates, including:

  • Simple wills
  • Trusts, including revocable, irrevocable, and charitable trusts
  • Durable Powers of Attorney
  • Advance Healthcare Directives (living wills)
  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Family Business Succession and Planning

Long Term Care Arrangements

We do a lot of work on behalf of seniors. We also assist family members on behalf of loved ones who are incapacitated and can no longer make decisions for themselves. We work with clients to prepare for a time when they may no longer be independent. Documents we use to plan for long-term care may include:


  • Advance Healthcare Directives, also called living will
  • Durable Powers of Attorney
  • Guardianships
  • Conservatorships
  • Anticipation of MediCal eligibility
  • Special Needs Trusts

We do not simply draft the documents. We sit down with you and your family and have a discussion to clarify your intentions. Our documents reflect those discussions. There is little doubt that during your lifetimes you will make additional changes, by virtue of family relationships, estate wealth and other characteristics of your business and family life. This makes it very important to remain in contact with your estate planning attorney and have your estate documents reviewed every two or three years. When this is done we have seldom found that documents are entirely in good order regarding all the recent changes in federal and state laws. Of greater importance it enhances your estate planning to reflect your personal desires. Remember the only constant in life is change. Therefore, protect your wealth and preserve your future by calling our office at 916-239-4000 for a free consultation.


   

Home  |  About Us  |  Areas of Practice  |  FAQ  | Contact Us  |  Remittance

Copyright © 2008 KLKLAW GROUP, P.C.   All Rights Reserved  Powered By:
Discovery Tower Multi-Media Group
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.