Estate Planning To Protect Your Family's Future

Many people avoid thinking about starting an estate plan because the subject makes them uncomfortable. It's an understandable but unfortunate mistake. If you have yet to go through estate planning, you are leaving your family vulnerable to potentially serious financial hardship. From her office in Santa Rosa, California, Kate provides trustworthy estate planning advice for clients throughout Sonoma County.

A Responsive Approach To Estate Planning

Due to her extensive background practicing trust and estate law, Kate is prepared to help you with your estate plan. She will go over your assets and your priorities for the plan, and help you construct a plan that fits you and your family.

Kate has helped clients with a wide range of estate planning documents, such as:

  • Wills and trusts
  • Power of attorney
  • Health care directives
  • Business succession planning

To help you decide on a plan, Kate will explain in plain English what each instrument, such as a trust or power of attorney, could do for you and your family. She understands that most people want to pass on as much of their estate as possible to their families. Her advice will focus on asset protection, minimizing the impact of probate and estate taxes on your assets.

Speak To An Experienced Estate Planning Attorney

Before you can have a comprehensive estate plan protecting you and your family, you need to find a lawyer to help you. To schedule an appointment with Kate, call the firm at 707-867-0516, or email Kate through the Contact page's intake form.