Let us help you in supporting you with your business law and estate planning needs!
Comprehensive Business Law & Estate Planning for California Clients and their Loved Ones
We provide customized, comprehensive business law and estate planning services, all completed by an attorney with over 25 years of experience.
Get your business entity established correctly and have your legal needs met for transactions, contracts, employment compliance and MORE!
Don't leave your family having to handle a messy estate!
Who will make health care decisions for you if you are hospitalized?
Who will inherit your estate when you pass away?
Protect your family, children and pets!
Leave your loved ones with a Legacy of insight, stories, & values with our Legacy Planning as part of your estate plan!
SET YOUR ESTATE UP CORRECTLY NOW, SO IT ISN'T CHAOS LATER WHEN YOUR FAMILY IS IN CRISIS!
Get Started Today
Don't wait! Contact us for a complementary 15 minute consultation. All meetings are handled virtually or over the phone for your convenience. We accept electronic payments through Venmo and also accept all major credit cards and debit cards through PayPal.
estate planning SERVICES PROVIDED:
Life and legacy estate planning family plan
FOR THE FAMILY WHO........
Doesn't have assets that would go through the court process called probate, but do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives and their loved ones are able to access their assets if Our Package comes with the following:
- Last Will and Testament
- Durable Power of Attorney
- Power of Attorney Healthcare/Living Will
- Kids Protection Plan (guardian provisions)
Life and Legacy estate planning TRUST PLAN
FOR THE FAMILY WHO.........
Wants the total peace of mind knowing your family would stay out of court and out of conflict, in the event of your death or incapacity. Also, wants to ensure assets will be transferred to heirs with the most ease possible. Also may include protection for your beneficiary's inheritance.
- Living Trust estate plan
- All ancillary documents (POA, etc)
- Kids Protection Plan
- Guidance for you funding the trust
Life and Legacy estate planning WEALTH PLAN
FOR THE FAMILY WHO.........
Wants the total peace of mind and components of the Trust Plan, but also wants all trust funding and asset transfers completed by our firm. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
- Trust Plan features plus all funding of trust by our firm and asset titles/transfers
- Family Wealth Inventory
- Legacy Planning (see below)
legacy planning and training
trust administration, Non-probate Transfers and property transfers
trust administration, Non-probate Transfers and property transfers
We offer services to provide your loved ones with the non-financial aspects of estate planning including "priceless conversations" to leave a legacy of stories & remembrances. We also provide Trustee training to your successor trustees to assist them in making the settlement of your estate easy and quick.
trust administration, Non-probate Transfers and property transfers
trust administration, Non-probate Transfers and property transfers
trust administration, Non-probate Transfers and property transfers
- Post Death Settlement of Trust
- Deeds, Affidavits
- Non-Probate Transfers
- Co-Op Trust Transfers
- Additional Trust Funding
Additional Trusts AND SERVICES
trust administration, Non-probate Transfers and property transfers
Additional Trusts AND SERVICES
- Irrevocable Trusts for estate tax purposes
- Special Needs Trusts
- IRA Beneficiary Trusts
- Charitable Trusts
- Elder Law
- Medi-Cal Planning
- VA Planning
services for business owners and your business
business entity formation
We offer comprehensive business formation services which include:
- Corporations (profit and non-profit)
- Limited Liability Companies
- General Partnerships
- Limited Partnerships
- Family Limited Partnerships and FLLC's
ALL NECESSARY DOCUMENTS INCLUDED
business contracts
- Purchase and Sales
- Nondisclosure Agreements
- Employment and Independent Contractor Agreements
- Commercial Lease Agreements
- Equipment Lease Agreements
- Terms and Conditions
- Other Business Contracts
new business startup & planning
- Business Checkup and Risk Assessment(s)
- Business Operations Advice
- Insurance Coverage Review
- Employee Benefits
- Legal Maintenance Plans
- Privacy Policies
employment law
- Employee Handbooks
- Employee Performance Reviews
- HR Compliance
- Termination Policies & Procedures
- Monthly HR Subscription Plans with Discounted Fees
business maintenance and general operations
- Legal Maintenance Plans
- Monthly Legal Services Plans and Subscription Plans with Discounted Fees
- Annual Legal Audits for your Business
- Demand Letters (Commercial)
exit planning business sales & asset protection
- Exit Plans for Business Owners with 25 Employees or Less
- Family Succession Planning
- Stay Bonus Agreements
- Buy Sell Agreements
- Equity and Asset Purchases
- Asset Protection Trusts and Planning