Estate Planning / Living Trust / Taxes

The staff at O’Neill and Woolpert have decades of estate planning experience in the state of California. While establishing a family’s legal and financial plans early can be daunting, it’s a wise investment that helps avoid stress and uncertainty later in life. Today, there are a variety of options that will fit any family’s wishes, including living trusts and tax planning. Charron, Janet and our team know this preparation helps families in the long-term by:

  • Making certain specific wishes are carried out without conflict
  • Determining who has the authority to make medical decisions under changing circumstances
  • Minimizing future expenses for beneficiaries
  • Reducing or eliminating estate, gift, real property and income taxes
  • Avoiding the potentially stressful probate process or a court-appointed conservatorship

Our team personally prepares estate planning documents from start to finish, ensuring a family is covered for the future.

For More Information