WEALTH STRATEGIES COLLABORATIVE

 

 

Welcome!

Lori Adasiewicz is a California licensed attorney who counsels clients in the areas of Estate Planning, Trust Administration and Probate.

Estate planning is much more than a stack of legal documents. It is an opportunity for you to consider what is truly important to you – for yourself, your health care, your family, your finances, your business and ultimately the mark you want to leave on this earth.

Estate planning has traditionally been about minimizing the damage … and mostly the financial damage of incapacity, death, probate, estate taxes, and so on.  Taking a fresh approach to the process, you might find that you can create a wonderful result – peace of mind, a purpose for your wealth, a plan for mentoring the next generation and creating a lasting legacy of love and philanthropy.

Estate planning laws are constantly in flux, are you up to date on:

|  FEDERAL ESTATE TAX 

|  CALIFORNIA PROBATE  

|  UPDATING YOUR PLAN  

|  GET THE LATEST NEWS ABOUT ESTATE PLANNING

 

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TELEPHONE:

650.475.7995

 

FACSIMILE:

866.428.6272

 

MAIL:

P.O. BOX 623, SAN BRUNO, CA 94066

OFFICE LOCATIONS:

3215 ALAMEDA DE LAS PULGAS, MENLO PARK

1001 BAY HILL DRIVE, SUITE 200, SAN BRUNO

 

We happily serve clients in the entire State of California, with our primary geographic coverage extending through the San Francisco Bay Area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.

© 2008 Lori Adasiewicz.  The information contained in this website does not constitute legal advice or create an attorney-client relationship. It is presented for general informational purposes and what any individual client or situation may require depends largely on the facts of each particular case. Please contact our office for a consultation regarding your specific situation.