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WAEstate

Helping Families Preserve Their Wealth and Legacy

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Reports

Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

FREE ACCESS TO OUR SPECIAL REPORTS

These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.

Asset Protection: Reducing Risk, Promoting Peace of Mind

Every American adult shares a dubious characteristic—each is a walking litigation target. Part of your birthright is that you may be sued at any time,....

Special Benefits for Farms

This report describes the estate tax valuation benefits available to owners of farms or other business real property.....

Protecting Your Assets with the Limited Liability Company

Are you worried about being sued? Well, you should be. There are 18 million lawsuits in the United States each year. But that isn't the....

Protecting Your Assets with the Family Limited Partnership

Are you worried about being sued? Well, you should be. It is reported that there are 18 million lawsuits in the United States each year.....

Estate Planning with Individual Retirement Accounts

At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring....

Charity Begins at Home

Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on....

FREE ESTATE PLANNING WORKSHEET

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
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Testimonials

Feeling of Confidence! Very well thought-out professional system covering all foreseeable events relating to our estate. We are very pleased with the detailed guidance. All the staff members have been of the highest professional level.

- Jit and Roseanne K

CAMPBELL

Campbell Office
3425 S. Bascom Ave, Suite 240
Campbell, CA 95008
Phone: (408) 356-9200

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Campbell Office Hours

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Tuesday8:30 AM - 5:30 PM
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APTOS

Aptos Office
9057 Soquel Dr., Bldg B, Suite D
Aptos, CA 95003
Phone: (831) 476-2400

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APTOS OFFICE HOURS

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