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Estate Tax

You have worked hard over the course of your life to establish and maintain your financial security and deserve the comfort that only the reassurance of an estate plan can provide. Estate planning is not a one-time project, but instead a series of situational analyses that adjust with the phases your life and as your goals and objectives change. Whether you are planning to purchase your first home, get married or divorced, have children, or are moving toward retirement, RJS law is here to assist you in your estate planning needs. We also draft documents that carefully address all contingencies and help your loved ones avoid the hassles of probate court.

We combine a practical and contingency planning-oriented approach in helping our clients to arrange the most effective savings and distribution of their assets and income. We can help advise you on how trusts and estates, generation-skipping transfer taxes, revocable trusts, and family-limited partnerships can all impact and reduce your taxable income in California. During your initial consultation, we will listen carefully to your objectives and advise you on the various types of inter vivos and testamentary dispositions and help you work toward a plan that accounts for your various types of separate and community property. We also frequently draft wills, durable powers of attorney, and advanced health care directives tailored to your wishes and individual needs.

If you have any questions or if we can further assist you, please contact our San Diego, Orange County and Beverly Hills office.

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