Estate Planning Lawyer in Santa Rosa, California
Personal Attention in All Estate Planning Matters
Estate planning is far more than providing for your beneficiaries after your death. Good planning should encompass gift giving, charitable donations, providing for others in life, asset protection, tax and probate cost minimization, and providing for your own care in the event of disability. A wide variety of tools and strategies are available to meet a wide range of objectives.
At the Law Office of Ivo Austin, I provide a high level of personal attention to the needs and goals of people who want to plan for the maintenance and distribution of their assets. I will work closely with you to answer all your questions and help you understand the options available to you. Together, we will develop and put in place an estate plan that helps you accomplish your goals.
For a free initial consultation, contact my office or call me at 707-304-5191 to set up an appointment.
My Estate Planning Practice
The first stage of estate planning is to gather information regarding your assets, your objectives, and your family situation. I will then carefully explain the different strategies available to help you meet your goals, including the use of wills and trusts. Based on your circumstances, I will recommend specific tools to help you accomplish your objectives.
Once you have determined the approach you want to take, I will prepare appropriate documentation and assist you in implementing the elements of your plan, such as:
- Lifetime transfers.
- Wills and trusts.
- Gift and estate tax minimization.
- Avoiding probate.
- Family limited partnerships and LLCs.
- Life insurance strategies.
- Powers of attorney.
- Healthcare directives.
- Asset protection.
Contact Attorney Ivo Austin
I provide a free initial consultation to all estate planning clients. Contact me or call me at 707-304-5191 to schedule an appointment. Evening and weekend meetings can be arranged at your request. My office is centrally located in Santa Rosa, just off Highway 101.
