A well-drafted estate plan can preserve assets, provide for your family and give you peace of mind.
At my firm, William P. Davis, Attorney at Law, I help people from all walks of life create wills, trusts and other legal vehicles that can help them achieve their goals.
Some of the estate planning advice and services I can provide include:
Contact our Contra Costa County estate planning law firm today to schedule a FREE consultation. Please fill out our online form or call (925) 313-0337.
In creating your estate plan and documents, I will endeavor to learn about you, your family and your financial situation. We will also spend some time exploring your long-term goals for yourself and your family. Then I will create the estate documents that can help you achieve those goals.
At a minimum, this should include:
As your life and financial situation change, I can easily update these documents. I also strive to keep my firm's estate planning services as cost-effective as possible.
In addition to having a law degree, I have a Master's in Taxation from Golden Gate University and an MBA. This background enables me to handle more complex estate planning matters. If you want to transition a family-owned business to the next generation, I can set up a family limited partnership or other legal vehicle that can accomplish your aims. I can also provide estate tax planning advice designed to preserve your assets.
For a FREE consultation with and experienced East Bay Area estate planning lawyer, call (925) 313-0337 or contact our estate planning law firm online.
From my office in Martinez, I advise and represent clients throughout the East Bay area, including Concord and Walnut Creek, California.