San Ramon Estate Planning Lawyer
Estate planning helps individuals protect their assets and provide for their loved ones. It offers a way to outline how property is distributed, name guardians for minor children, and address healthcare decisions.
Feldman Law Group offers estate planning guidance in San Ramon and beyond. Our firm provides support with wills, trusts, and other tools to prepare for the future.
Careful planning creates peace of mind and helps avoid financial or legal complications later. Our team is here, assisting individuals and families by creating plans tailored to their needs.
It’s never too early to begin planning for your estate. Reach out to our team today by calling (925) 208-4543.
What Is Estate Planning?
Estate planning is the process of arranging for the management and distribution of assets during life and after death. It helps individuals control how their property is handled and provides clarity for their families. Estate planning also helps address financial and medical decisions in case of incapacity.
Key elements of estate planning include wills, trusts, and powers of attorney. A will outlines how assets are distributed and names guardians for minor children. Trusts help manage property during life or transfer it after death, offering benefits such as tax advantages and privacy. Powers of attorney allow someone to make financial or medical decisions for someone who is incapacitated.
Having a comprehensive estate plan allows you to protect your financial interests and provide for loved ones. It minimizes confusion and reduces potential conflicts among family members. A well-structured plan can also help preserve assets and provide clear guidance for future decisions.
Our Results
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Consequences of Not Creating a Will
Feldman Law Group successfully defended their client’s estate at a trial in Solano County Superior Court. The case ultimately se
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Denial of Imposed Conservatorship
Aaron Feldman successfully defeated an attempt by the client’s sister to impose conservatorship over their mother and instead had his client named conservator.
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Established Third Party Beneficiaries
Attorney Feldman successfully appealed to a lower court on behalf of former employees who were suing to enforce compensation provisions contained in the sale agreement of an HP subsidiary.
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Limited Conservatorship
Feldman Law Group filed an emergency petition for a temporary conservatorship which was granted. This gave the parents peace of mind while the permanent petition was pending.
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No Trust At All
When a family reached out on a Thursday afternoon due to a terminal cancer diagnosis and the absence of an estate plan, Feldman Law Group sprang into action. Recognizing the urgency, Mr. Feldman went to the hospital in Fairfield on Saturday to finalize the necessary documents.
How Can We Help You & Your Family?
Our Reviews
Hear From Families We've Helped
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Everyone involved was a pleasure to work with, always available to answer our questions, and very efficient.
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Don't even need to think about it because they have my back. I am very pleased with the choice I made and I will constantly refer them to people and I know. Aaron.- Samuel J. Rapisardo
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Feldman Law Group helped me in making needed changes to my will and trust. Mr. Feldman and his group went above and beyond, including additional needed items to make it easier for my trustee. Outstanding job, and done very expeditiously and thoughtfully.- Former Client
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I can't thank Aaron enough for protecting me when I desperately needed an experienced and formidable advocate.- Stefanie H.
Our Services
Drafting and Updating Wills
A well-prepared will distributes assets according to your preferences, and it can name guardians for minor children. Our team offers guidance to create clear, legally sound documents that meet your needs.
We can also help you update your will to account for milestones like marriages, births, or new property. This process helps protect loved ones, minimize conflicts, and keep your wishes current. We prioritize straightforward, effective solutions for personal and financial goals.
Creating and Managing Trusts for Various Needs
Trusts help organize and protect assets for family, charities, or future goals. They suit a variety of needs, including education, healthcare, and tax planning.
Revocable and irrevocable trusts offer flexible options based on personal circumstances. Clear terms and proper management keep trusts aligned with intended purposes.
Our team works closely with you to address unique priorities while offering practical solutions. With our help, your trust can provide confidence and structure for financial planning throughout your life.
Establishing Powers of Attorney for Financial and Health Care Decisions
Powers of attorney allow trusted individuals to manage financial or medical matters when needed. These documents clearly define roles and responsibilities to address specific circumstances. Essentially, they give someone you trust the ability to make decisions for you in case you are incapacitated. Financial powers of attorney handle tasks like paying bills or managing investments, while healthcare powers of attorney make medical decisions.
Our power of attorney services can help maintain control and flexibility. We focus on creating documents tailored to personal needs, offering clarity and peace of mind for individuals and families.
Creating Strategies for Minimizing Estate Taxes
Our team develops strategies to help reduce estate taxes. We use techniques including gifting assets, creating trusts, and leveraging tax exemptions. With careful asset distribution, our team helps protect wealth and optimize tax advantages.
These strategies aim to preserve more of the estate for beneficiaries while addressing financial goals. Our approach considers current laws and individual circumstances, providing practical solutions for managing estate taxes effectively.
Why Choose Feldman Law Group?
Our team values understanding and communication. Every client we work with receives personalized guidance tailored to their goals.
We are here to offer practical solutions to help address financial and legal concerns with clarity. With an attention to detail and a focus on current laws, we drive effective planning strategies.
When you work with us, you benefit from a thoughtful, client-focused approach that respects your circumstances. Our team puts time and care into crafting plans that align with your needs, and we always provide clear communication throughout the process.
Don’t attempt to plan for your estate alone. Our San Ramon team is here to help. You can contact us online today to schedule a consultation.