Protecting
families and their assets ...
By
narrowing the scope of services offered, Lori can be very skilled in specific
areas of practice resulting in outstanding customer service to her clients.
Quality
estate planning is an investment that will save money, prevent problems, and
provide peace of mind for you and for your family. Foundational planning
serves the needs of most of our clients with estates valued at $7 million and
under. To learn more about foundational estate planning services, click
here.
If
you have gone through the estate planning process, but it has been a few years
or your situation has changed, it is a good idea to conduct a thorough review
of your estate plan. Often, by taking a close second look at it, many
improvements can be made to achieve your goals and protect yourself. For a
quiz on whether your estate plan is up to date, click
here.
Animals
are often the omitted heirs in many estate plans. To learn more about how you
can provide for the fur, fins and feathers in your life, click
here.
Our Laureate process of
planning is designed for individuals and families with an estate value of $20
million and above, and estates valued between $7-20 million when the asset
configuration, goals or family is appropriate for this level of
planning.
Working
collaboratively with the client's existing team of advisors, we will gain a
thorough understanding of your family dynamics, financial situation, business
affairs and hopes and dreams for the future.
Once
we understand the problem, we can begin to formulate a solution. We analyze
and test the options, combining various strategies and applying them to your
individual circumstances to determine a plan that will best meet your needs,
achieve your goals and provide the optimal result in reducing income, estate,
excise and other taxes. Once you understanding and approve of each aspect of
the plan, we go to work to implement the plan.
To learn more about
the Laureate process, please click here or contact our office at 650-475-7995 to schedule an
introductory visit with Lori.
Business
Planning
A
business is often your largest asset, and usually it is your life's dream and
great accomplishment. To protect its value, to make sure that it is more than
a job without the benefits, legal procedures must be followed, structures
maintained and protocols established. We
have a process to help, whether you are just starting up a new venture, your
business has been ongoing for some time, or you are starting to think about
how to transition management or ownership. To learn more about
the business planning process, please contact our office at 650-475-7995 to
schedule an introductory visit with Lori.
California Probate
and Trust Administration
When
a person passes away, certain legal formalities must be addressed to transfer
assets to the appropriate persons. This will usually entail either a
California Probate or a Trust Administration, depending on what sort of
planning the person completed during his or her lifetime. To learn more about
probate and trust administration services, click
here.
You
are invited to call 650-475-7995 to schedule a 30 minute consultation to learn
how our office can assist you.
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