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Estate Planning

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Estate planning involves putting your affairs in order so as to maximize the benefits that your assets can provide to you during your life and to those you desire to benefit from it after your death.

A proper estate plan to provide for the needs of your family may include:

»   An adequate Will or Trust;
»   A written agreement concerning the status of your assets;
»   A directive to your physician or a Durable Power of Attorney;
»   
Final instructions of your preference.
Contact us

CONTACT

100 Pine Street,
​Suite 1250,
San Francisco, CA 94111

​​​Tel: (650) 777-8744
​       (510) 485-0036
Toll-Free: 866-237-9555
​
​​[email protected] 
39675 Cedar Boulevard, Suite 250,
Newark, CA 94560

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