A good estate plan can protect your assets, provide for your family and give you peace of mind. Failure to properly plan could cost your estate thousands of dollars that would have otherwise been passed onto your heirs. At a minimum, an estate plan should include a will, power of attorney, and health care directive. Depending on your situation and needs, a number of other estate vehicles can be developed to achieve specific goals.
“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.”
-Richard L. Winwood
Contact Walnut Creek, California, Trust & Estate Planning Attorney Daniel Leahy for a consultation by filling out our online form or calling (925) 464-7437 today.
Daniel Leahy, Esq., has extensive experience in all aspects of estate planning. Mr. Leahy provides a full range of estate planning services and advice for clients with estate legal matters throughout the East Bay Area, including:
Drafting of wills
Creation of trusts
Trust & Probate Administration
Trust and Will Contests / Litigation
Review of Existing Estate Plans
Estate and Gift Tax Consultation
Asset and Creditor Protection Planning
Charitable Giving Planning
Special Needs Trusts
Our Process For Estate Planning
Our estate planning lawyer will work closely with you to understand your family, your financial situation and your goals. Daniel Leahy will create customized estate vehicles and documents that will be designed to protect your assets and achieve your goals. If you have minor children, it will be important to name a guardian for your children in the event of your death.
As your financial situation and family change, our firm can amend your will and other estate documents in a cost-effective manner.
Complex Estate Planning Services
Our firm has experience for people with large estates and those with complex issues. We can create a trust or trusts designed to meet your goals, including the protection of your assets, avoidance of probate, and the minimization of estate taxes. If you have a disabled child, we can create a special needs trust which can provide funds for specific purposes while enabling the child to qualify for federal and state benefits. The goal of our law firm is to provide the right solution for your specific needs.
Trust and Estate Planning Attorney in Contra Costa County, California
Daniel Leahy is an estate planning lawyer with the experience and commitment to see that the intent of the person who wrote the will or established the trust is carried out, and assists clients in probate, trust, and estate administration throughout the East Bay Area from our law firm locations in Contra Costa County, California.
Contact Our Law Office Today
Contact Attorney Daniel Leahy for a consultation, by filling out our online form or calling (925) 464-7437 today.