Estate Planning Guide

ESTATE PLANNING can be complicated (especially in San Francisco), and our job is to help make it as simple as reasonably possible. We’re big believers in the Internet, so please take advantage of this complimentary 2016 estate planning guide for some food for thought about your estate planning isuses. That said, please don’t hesitate to reach out to us Tel. 415-742-4249 to schedule a free 15 minute phone consultation (new clients) or an in-depth meeting (existing clients), so we can work together on your estate planning needs. Our office is conveniently located at 5812 Geary Blvd, San Francisco, CA 94121.


To view the complete estate planning guide, click here


Estate Planning Guide – Contents

  • ESTATE PLANNING BASICS
    • Fundamental questions
    • Transferring property at death
    • Planning for incapacity
    • Determining potential estate taxesSan Francisco Estate Planning Guide
  • ESTATE TAX SAVING STRATEGIES
    • The marital deduction
    • Life insurance
    • Annual gifting
    • Charitable contributions
    • Strategies for family-owned businesses
    • Special strategies for special situations
    • Community property issues
  • IMPLEMENTING AND UPDATING YOUR PLAN

Use the links above to peruse our 2016 estate planning guide, but remember every situation is unique. In addition, the intersection of local, California, and Federal tax laws as well as the common practice among San Franciscans to wear many hats (e.g., have a “regular” job, a “startup” investment, and/or “overseas” interests), means that your estate planning situation and estate planning needs are unique. Don’t by shy, call us today to discuss your particular situation!

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