Estate Planning, Wills and Trusts in San Mateo, CA and the Bay Area
Your Wishes. Your Plan.
I work with individuals, families, entrepreneurs, and domestic partners in San Mateo and throughout the Bay Area. While a few clients come to me well versed in trusts and other sophisticated estate planning instruments, many simply recognize it’s time to put a plan in place.
You have worked hard to accumulate what you have. In order to make sure that your hard–earned assets go where you wish, estate planning is imperative. It´s important that all of my clients understand the power of estate planning. Actions taken today shape the future financial well-being, peace of mind, and discretion for your surviving spouse, children, grandchildren, or family business.
I bring to you the vision and expertise of twenty years in trust agreements, contracts, business succession planning, and estate planning. I´m committed to understanding your goals; educating your family on estate planning concepts; helping you refine your thinking on transferring assets to beneficiaries; and creating the most appropriate and advantageous plan allowed by the law. For trust administration clients, I offer the same technical expertise, continuity, and personalized service.
I can help you make your final wishes clear and assist in planning for your future and the future of your family. I am located in San Mateo, CA and ready to help you with your estate plan, wills and trusts. Please contact me at (650) 344–9981 or at firstname.lastname@example.org.