Estate Planning for Life
Let Us Provide You With the Estate Planning Protection You Need Now and Throughout Your Lifetime
What Do You Mean by Estate Planning for Life?
At Estate Planning for life, we prepare Estate Plans which are designed to protect your assets for yourself and for your children and their children.
All of our are designed to be the closest thing to a "bullet-proof" Trust and Estate Plan that you can find.
For example, our plans include "springing" Special Needs Trust which comes into existence if one or more of your children is receiving or has applied for public benefits when the funds would otherwise be distributed to him or her.
Without this provision, assets you give to such a child would disqualify him or her from public benefits, interrupting any care routine then in place, and making it more difficult for the child when the funds you have to him or her are exhausted.
This is only one of over forty features found in our Trusts which are not found in most other Trusts.
We also provide our clients with advice and guidance concerning the funding of your Trust, an Estate Planning Organizer to ensure that your Successor Trustees and Attorneys-in-Fact can find what they need to take care of you if you become incapacitated and fulfill your wished upon your death.
We are also the home of The Millennial Trust, a lower-priced version of our regular Revocable Living Trust which is designed for younger individuals or couples who own a home, but who do not yet need some of the features we include in the plans we offer to our other clients.
Please call us to see if The Millenial Trust is right for you!
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Address and Contact Information:
111 North Market Street, Suite 300
San Jose, CA 95113
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