Your journey through life can be complex. Leave a comprehensive legacy for your loved ones. Your estate plan must be more than just a simple will or trust. It should include a strategy for your life, including financial and disability planning, as well as after death decisions about how, when and to whom your assets will be transferred. Seek advice from an experienced estate planning attorney.
Areas of Practice
During your life. Disability, Business, and Special Needs planning, as well as Conservatorships, Probate and Trust Administration.
A Revocable Living Trust is the fundamental document used by most people to provide for the distribution of their estates after death. A Living Trust is revocable….learn more about Revocable Living Trusts
There are many advanced estate planning tools that can be used to help clients minimize taxes, and plan for more complicated estate distributions after death. Some of these tools…learn more about Irrevocable Trusts and Advanced Estate Planning Tools
Probate is the court-supervised process of transferring assets of the deceased to the living. This court proceeding is necessary when you die and your home and other assets remain titled in your name. An Executor is…learn more about Probate and Probate Administration
Conservatorships are the legal proceeding in which the court authorizes someone (the Conservator) to manage health care, legal and financial matters for an adult who cannot do so independently (the Conservatee). Conservatorships are…learn more about Conservatorships
Parents with a child who has special needs have additional estate planning concerns. When you leave an inheritance outright to a child with special needs, he or she owns…learn more about Special Needs
Who will handle your financial and legal affairs if you cannot? Daily financial obligations, decisions and duties, such as banking, paying bills, investing in retirement plans, and purchasing insurance are all part of our day-to-day lives. You may…learn more about Powers of Attorney for Financial Affair
Who will make medical decisions for you if you cannot communicate? If you are in an accident, disabled, or seriously ill, you may be unable to communicate with your physician or loved ones regarding your medical care. A Health Care…learn more about Powers of Attorney for Health Care and HIPAA Authorizations
Trust Administration is the process of either managing someone’s estate while they are incapacitated or wrapping up the estate and distributing the assets after death. The disability or after-death Trustee is…learn more about Trust Administration
Offices in Davis and appointments throughout the Bay Area.
Her advanced Estate Planning skills include probate avoidance, tax and business planning in close coordination with her client’s financial advisors. Kira also offers Probate Administration and Conservatorships among all other general Estate Planning legal services.
Davis
Sacramento
Fairfield
Walnut Creek
Pleasanton
San Francisco
San Jose
Cupertino
San Mateo
Marin
San Bruno
San Rafael
Santa Rosa
Other locations available upon request as well as home visits
Let us help you plan for the future of your loved ones
