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Estate Planning

Brennan Law Office provides custom-tailored estate planning services to families and individuals throughout California. Establishing an estate plan is an investment that every family should make. The smooth transition of asset management and distribution upon passing is the greatest gift that you can give the loved ones who are experiencing immeasurable grief. At Brennan Law Office, our goal is not to just prepare a customized plan that accomplishes your goals, but we strive to make sure that you understand how your plan works.  

 

Do-it-yourself estate planning documents may seem convenient, but rarely ever accomplish your goals. If you do not have a comprehensive understanding of trust law, preparing your own will or trust can be a dangerous and costly affair. Do not tackle these complicated will and trust issues on your own! Brennan Law Office's skilled estate planning attorney will work with you to ensure that your will and trust documents are done correctly and will protect what you have worked so hard to build. 

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No matter your situation, Brennan Law Office provides estate planning services designed to accomplish your goals and give you peace of mind. Schedule a free consultation or click the links below to get started today!

ESTATE PLANNING

 

A professionally prepared estate plan is foundational to protecting yourself, your family, and your legacy. No matter your marital or familial status, your net worth, or your age, a foundational estate plan is a critical investment for your future.  

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INCAPACITY PLANNING

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A properly drafted estate plan will not only provide for the management and distribution of assets upon passing, but also will aid in the smooth transition of management while you are alive but unable to manage your own assets. 

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  • Revocable Living Trusts

  • Durable Financial Power of Attorney

  • Health Care Power of Attorney (Advance Health Care Directive)

  • HIPAA Authorization Form

  • Special Needs Trusts

ADVANCED PLANNING

 

Advanced planning techniques are available to those who wish to reduce or defer expected estate and/or income tax liability, protect certain assets from creditors, or plan for government benefit eligibility.

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  • Irrevocable Grantor Trusts

  • Charitable Remainder Trusts

  • Irrevocable Life Insurance Trusts

  • Special Needs Trusts

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