Our Philosophy

How many hours have you spent waiting in the professional offices of lawyers, doctors and accountants? Rather then driving to and waiting for professionals to see you, wouldn’t it be convenient if your lawyer, doctor or accountant made themselves available to you, at your place of business, home or leisure? Our legal practice centers on the belief that, as the client, your time is more valuable than ours, and should be treated as such. In selecting our firm, you are choosing attorneys who are committed to providing the highest level of legal service and professional advice imaginable, in the comfort of your own surroundings. It is our commitment to make each one of our client’s feel valued and special, by combining the quality a law practice should bring, with the comfort and service a client deserves.

Our Services

Why Plan?

•   Probate

Any estate worth more than $100,000 in California, where the assets are not held in trust, POD account or joint tenancy, must pass through a court proceeding known as probate. The probate process affords no privacy to family, can take anywhere from 9 to 16 months to complete, and can be very expensive. For example, an estate that includes only a house appraised at $600,000, could see probate fees as high as $30,000. The probate process can be entirely avoided with proper planning via a trust.

•   Incapacity

An incapacitated person is one who cannot even undertake simple day-to-day actions such as paying their bills, managing property and financial accounts, and/or contracting for professional services. Incapacity can be the end result of a long illness, or the sudden outcome of a catastrophic event such as a stroke, heart attack or accident. Without planning, if a person becomes incapacitated a conservator must be appointed by a court. Conservatorship proceedings can involve substantial attorney, court, and witness fees, and are a matter of public record meaning. Once appointed, conservators must continually seek approval of the court before undertaking any actions, which can cause significant delays in managing the estate. The conservatorship process can be entirely avoided with proper planning via a power of attorney.

•   Personal Choices

Who would take care of your minor children if you were unable? How long should you be kept alive artificially? Who will inherit your estate if you die? These are all personal choices, which can and should be made as a part of any comprehensive estate plan. Absent planning for these choices, minor children of suddenly deceased parents may be at the center of a custody battles; family members can be in turmoil over decisions as to when to end the life of a loved one who is on total life support, and assets may pass by statute to estranged family members, or even the state. Proper planning can see to it that all of these personal choices are addressed to the exact preference of the individual.

•   Taxes

Any comprehensive estate plan should be made with an eye towards issues such as estate and gift taxes. While, at their current levels, estate and gift taxes affect only a small portion of the US population, tax laws are constantly in a state of flux. With a well-designed, comprehensive estate plan, individuals can greatly reduce or eliminate estate taxes altogether, leaving more of their assets to heirs of their choosing.