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Frequently Asked Questions

1 / What is Estate Planning?

It’s the plan you put in place to ensures you control your property while you’re alive, and are able to give what you have to whom you want, how you want, when you want. It considers who should make health and business decisions for you if you’re unable to make them on your own. Who should care for your kids if you can’t? Proper estate planning should allow you to avoid unnecessary taxes and the state’s involvement in your affairs to the greatest extent possible. A good basic Estate Plan should generally include at least a Living Trust, Powers of Attorney for Financial and Healthcare Decisions, and a Pourover Will.

2 / Should I Hold Investment Property in an LLC?


3 / How much does it cost?

Good planning can be expensive, but no plan or bad planning costs a fortune. We don’t post prices online but happy to give you a ballpark figure if you book a free 30-min call to discuss your goals and situation.

4 / Can't I just use LegalZoom?

Yes, just know you are buying documents from the internet. With us, you're buying expert legal advice and planning to further your goals. This planning is amongst the most important tools to build and retain wealth for self, family, business.

5 / Can't I just write a will?

On the spectrum of Estate Planning, a will-based plan is better than no plan at all.  But in California, the Probate Court is generally involved - even if there’s a will - when it comes to transferring property from a deceased person to the people named in a Will.  Probate can be a lengthy and expensive process that typically involves an actual court case, lawyer fees set by law, notice to family/heirs/creditors, a waiting period, and a ruling as to whether the Will’s provisions are valid.  Probate is often rife with family in-fighting and issues too numerous to list in this answer.  

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