Wills & Trusts

None of us expect to become ill or pass away unexpectedly, yet these situations can leave your loved ones—and everything you care about—without guidance if you haven’t planned ahead. Without a clear estate plan, decisions about your children, your pets, your finances, and your property may be made by the courts instead of by you.

Many people know they “should” have an estate plan but aren’t sure where to begin. You may be considering a will or a trust, but it’s not always obvious which one is right for your circumstances. Our role is to help you understand the difference, explain how each option works under California law, and guide you toward the plan that best protects you and your family.

One of the most important distinctions is that a will does not avoid probate. In fact, having only a will almost always guarantees your estate will go through the probate process in California. A properly drafted and maintained revocable living trust, on the other hand, can help your family avoid the cost, delay, and publicity of probate while also reducing or eliminating estate taxes.

Estate planning is about more than deciding what happens after you pass away—it’s about protecting you during your lifetime, maintaining control over your decisions, and ensuring your wishes are honored at every stage of life. Our goal is to educate and empower you so you can choose the planning approach that aligns with your goals, values, and priorities.

We take the time to understand your current circumstances and design a plan that reflects what matters most to you.

Contact us to discuss your situation and explore the best options for your family.