Our company is committed to giving you quality estate planning resources, so that you can become familiar with every existing options. When you call or visit our office, we want you to feel relaxed discussing such a critical issue regarding both you as well as your family. We hope to supply you with the information you require to make an knowledgeable decision regarding the future of your family.
If you have a well-drafted estate plan in place, you will make sure that your estate goes to whoever you want, when you want, and is done in the way you have chosen. You can rest assured that your family won't have to bear the public process and expensive matter of probate. The government will not be able to get what you have spent a lifetime building. But you must be aware of the various options which exist in estate planning, and you have to select your attorney wisely.
That is why Law Office of Teresa B. Petty offers this wealth of free seminars and free information. Read our estate planning articles, and if you're within the area, join us at a forum on estate planning. We want you to feel assured regarding the choices you make; allow us to be your guide on the path toward preserving your family's future.
Through the use of living trusts, wills (simple and complex), powers of attorney, irrevocable trusts, living wills, charitable gifting strategies, and family limited partnerships, our company assists families in preserving their wealth for next generations, minimizing estate taxes, and avoiding the expense and nightmare of probate.
We provide comprehensive, tailored estate planning services to meet all of our clients needs. Below is a sampling of the type of services we offer. If you have quereies regarding any of our services, please don't hesitate in calling us.
Legacy Planning is a more holistic approach to estate planning. We assist clients secure their financial wealth as well as their legacy, which includes their family heirlooms and life stories for future generations. Our non-traditional planning techniques involve special protections and provisions in living trusts, wills (simple and complex), living wills, powers of attorney, family limited partnerships, charitable gifting strategies, and irrevocable trusts. This planning also covers avoiding the nightmare and expense of probate, minimizing estate taxes, guarding against remarriage after death of the first spouse, as well as protecting beneficiaries from a possible future divorce.
Family-owned businesses and farms
Our law firm offers estate planning assistance for the distinct necessities of family farms and businesses. We assist clients preserve this important part of their legacy for future generations.
Estate planning for the GLBT community
We offer assistance and guidance to GLBT community members on their distinct estate planning necessities. This covers help in setting up living trusts and health care directives.
Our law company assists clients in making a plan to manage their affairs in the event of an incapacity before they pass away. This covers planning to prevent a living probate or guardianship proceeding.
IRA and retirement planning
Our law company has experience in the complicated field of estate planning with IRAs as well as other retirement plans. We assist in making sure clients as well as their beneficiaries are protected by employing tax reduction techniques.
Elder Law, Medi-Cal and Veterans Benefits Planning
We assist clients legally qualify for government medical benefits, as well as ensure their estates are secured for their families, rather than their nest egg being wiped out by high nursing home expenses.
Asset protection and business planning
We help clients who are small business owners as well as those who are most prone to being sued by helping with lawsuit as well as asset protection. We also help with small business planning and business succession planning. Among the strategies and tools utilized are family limited partnerships, limited liability companies and buy-sell agreements.
Special needs planning
We offer assistance to clientele who have special needs family members by making special needs estate plans. These customized plans help them retain government benefits whilst having their beloved one cared for in every area of their life: medical, educational and financial, and most significantly, their personal and emotional needs in the future.
Trust administration and probate
We help families who've encountered the loss of a loved one with the resulting trust or probate administration process.
We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys closely work with clients financial advisors to ensure their financial plan and their estate plan are coordinated and meet the clients goals.