Estate Planning

Our Services

• Creating wills, establishing trusts, and guiding families through probate when needed.

• Supporting estate administration with clarity, efficiency, and discretion.

• Planning for minor children, blended families, and complex family dynamics.

• Strategies to minimize estate taxes and preserve wealth across generations.

• Updating and reviewing existing estate plans as circumstances change.

• Coordinating planning with business, real estate, and tax professionals.

• Integrating California property tax considerations, including Prop 13 and Prop 19, when coordinating with trust and estate plans.

• Coordinating estate plans with anticipated trust administration needs to ensure long-term efficiency and clarity.

Why It Matters

A well-structured estate plan prevents confusion, conflict, and unnecessary court involvement. It protects your loved ones, clarifies your wishes, and ensures your assets are transferred efficiently and thoughtfully. Proper planning provides peace of mind today and security for the future.

Well-designed estate plans also help minimize tax exposure and preserve wealth across generations.

Every family’s situation is unique. We take the time to understand your goals, finances, and long-term priorities so we can build a plan tailored to your needs. Whether you’re planning for a growing family, managing significant assets, or preparing for later-life care, you receive clear guidance delivered with discretion and professionalism.

We also provide strategic guidance that integrates estate, tax, and property considerations.

Our Approach

Take the Next Step

Protect your family’s future with a comprehensive estate plan. Contact Weitz Law to schedule a confidential consultation and begin planning with clarity and confidence.