Estate PlanningThe real purpose of Estate Planning is to provide for the care of your loved ones.
A proper Estate Plan will all you to:
- Manage your estate to prepare for the disposition of their assets at the end of their lives,
- Reduce the costs and taxes when their estates are settled,
- Create a plan that avoids the time, expense, and public process of probate.
The lawyers at Mendes Weed, LLP have years of helping clients develop Estate plans, and as Tax Attorneys, they bring additional expertise to develop plans particularly designed to minimize taxes, especially where business and complex assets are involved.
Estate Planning and Trust Law
Trusts, estate plans, and wills require careful consideration to protect you and your family’s future. We are focused on your well-being and our Walnut Creek trust law and estate planning team will always serve as a persistent advocate for you and your family’s goals.
As laws change and your family’s needs develop, you may find yourself in trust or estate planning litigation, an often overwhelming or stressful process that is much easier with a skilled trust law experts in the San Francisco Bay Area on your side. We have experience working with families, trusts, wills, and assets in litigation, and advocating for your rights.
Your success deserves a secure future. We have the experience required to ensure that your estate plan, trust, or business succession plan fits you and your family’s unique needs.
After your trust, will, or other agreements are established, we are available to meet with you annually to review your estate planning options and ensure that the plan is still working for you as effectively as possible.
Trust Administration / Probate
Probate lawyer services for San Francisco, Sacramento and Walnut Creek covers a range of needs when carrying out the wishes of your family member. We review the will, trust, or estate plan, and work with California state and federal trust laws to ensure that your family member’s intentions are the top priority when distributing assets.
Conflicts and complications can arise, and our trust law and estate planning attorneys have the solutions. When trusts that were created in the past have now become stale, or there are conflicts in interpretation, we serve your family with dedication to a final resolution that you are satisfied with.
When considering how your trust affects you and your family, we are your rigorous, committed consultants. We help trustees in the San Francisco Bay area with estate planning and trust law services which help you stay informed and offer clear insight into any complications or concerns.
We engage with the unique complexity of your situation and ensure that your trust is being administered in a way that best serves your family.
Trust & Estate Litigation
Law changes and unanticipated complications can arise with trusts, but taking care of your trust should not become an overwhelming part of your life. When problems arise, it is crucial to act quickly to help keep costs from ballooning. Mendes Weed, LLP’s probate lawyers in the San Francisco Bay Area diligently works to protect your rights and ensure your trust according to its original intentions.
Learn more about our Trust Litigation practice area.
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Estate Planning After the Tax Cuts and Jobs Act
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Make Time During the Holidays to Discuss Estate Planning with Your Family
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[Video] Estate Planning for the Blended Family
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[Video] Revoking a California Will or Trust
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[Video] When Should I Update My Estate Plan?
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[Video] Preparing and Executing or Amending Estate Plans
https://www.youtube.com/watch?v=qAhCp1YHbhw As a tax and trust lawyer with experience in litigation, I can help my clients navigate different estate planning situations. As an Estate Planning Lawyer in Walnut Creek, I can: Prepare, execute and amend estate plans Help...
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[Video] What to Expect at Your Estate Planning Meeting
At Mendes Weed, LLP, we can help you feel at ease planning for major life events. If you have recently gotten married, had children or grandchildren, or are concerned about elderly parents, now is the perfect time to connect with us and make an appointment. Here's...
Estate Plan Basics: What is Estate Planning & How Can I Get Started?
When planning a secure future for yourself and your loved ones, an Estate Plan is the best way to ensure long-term financial security. By determining how your estate and assets will be managed after your death, you ensure that a bright future awaits your family. It’s...
Tax Tips from the Tax Lawyer: What Retirement Plan Fits Your Business?
Whether your business is considering an IRA, 401(k), pension, or any other retirement plan option, it’s crucial that you find the best fit for your business size, future growth goals, and tax needs. Retirement plans keep you and your employees on the right long-term...
Walnut Creek Main Office
1990 N. California BLVd.
Walnut Creek, CA 94596