Maggie LaBranch-Gonzales and Justin Kennedy in front of Silicon Valley

Helping Families Preserve Their Wealth and Legacy

Litherland, Kennedy & Associates

What Our Clients Say

Seminars

Attend a free seminar to learn how to protect your assets while providing for your loved ones

Upcoming Seminars

Special Reports

Free resources for real life issues many families are facing today

Insightful Articles

A wealth of information covering estate planning, elder law and elder care

Learn More

Request a Consultation

Our clients appreciate the hard work and personal service they receive from our team

Contact Now

ESTATE PLANNING SERVICE

Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others.

Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.

When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An “estate plan,” generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including:

FIND OUT MORE

a family on bycycles a section image for ESTATE PLANNING SERVICE

Probate Calculator

In California, the probate code sets a statutory fee for attorneys and executors for the administration of an estate. Many families are shocked to learn just how much the probate process will cost them, often leaving them with a much smaller inheritance than they’d expected. Use our calculator below to estimate Probate fees for estates over $184,500, but less than $10,000,000.
Probate fees are set by California Probate Code Section 10810.

Probate Calculator

Estimated value of real and personal property. Numbers only. No $ and no commas.

4% of the first $100,000.

3% of the next $100,000.

2% of the next $800,000.

1% of the next 9 million

.5% of the next 15 million

Fees for both the attorney and the executor of your estate

Protect Your Family's Future

Download our free "Protecting the Future" worksheet to get started!

First Name **
Last Name **
Email Address **
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.

Elder Law and Medi-Cal Services

Elder Law involves planning for the complex health care, long-term care, and other issues facing elderly and disabled individuals and their families. Studies show that we stand a 40 percent chance of needing long-term care at least once before we die. Therefore, everyone should take into account that at some point residency in a nursing home or an assisted living facility may be needed.

However, the substantial cost of nursing home care for an incapacitated person can wipe away a family’s nest egg and the inheritance planned for surviving family members. The primary alternative to privately paying the nursing home is Medi-Cal.

FIND OUT MORE