200 Auburn Folsom Road, Suite 305
Auburn, California 95603
Estate Planning

Estate Planning and Probate

Our firm provides a wide range of options to assist our clients in achieving their estate planning goals.

Estate planning services include:

  • Preparation of wills and trusts (including Revocable "Living" Trusts, Irrevocable Trusts, and Family Limited Partnerships)
  • Tax planning and asset preservation in order to minimize estate taxes, gift taxes, generation skipping, and income and property taxes
  • Financial Powers of Attorney
  • Charitable Trusts
  • Durable Powers of Attorney for Health Care

We strive to prepare these complex and multifaceted documents with sufficient clarity and detail to minimize the risk of later family disputes and disputes with the Internal Revenue Service and to facilitate our clients reach their goals

200 Auburn Folsom Road, Suite 305 . Auburn, California 95603-5046 . [530] 823.9736

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