Our law firm's philosophy has always been to help families preserve their wealth
and achieve their long-term financial goals. We offer FREE estate plan reviews.
During these complimentary reviews we will:
- Discuss your family situation to ensure that the terms of your trust still reflect your wishes and family situation;
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;
- Review your assets to be sure they are properly titled in your living trust and;
- Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated.
In addition, we will answer any questions you may have regarding the recent law
changes and your estate planning goals. Please contact us for your free estate
plan review today!
Request A Free Consultation
To request a free, private, no obligation consultation, please call us at (408) 356-9200 (Campbell/Main Office) or (831) 476-2400 (Capitola Office) or fill out our online
request form and one of our legal assistants will call to schedule a convenient
time for you.
Free Report
To request a copy of our free report on "Estate Planning With Individual Retirement Accounts (IRAs)", or click here to view all available Special Reports.
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