ADVANCED PLANNING LAWYER IN SAN JOSE | SANTA CLARA ESTATE PLANNING ATTORNEY
SANTA CLARA ESTATE PLANNING ATTORNEY
Advanced Planning and Your Family’s Financial Security
Trust your estate planning to San Jose Lawyer Linda J. MacKay. For over 20 years, she has been serving clients throughout the Bay Area. She knows that advanced planning can be quite complex and having an experienced lawyer on your side is vital. This is especially true if your estate planning involves particular complexities:
- Special Needs Trusts
- Qualified Domestic Trusts for non-US Citizens
- Generation Skipping Trusts
- Dynasty Trusts
- Reciprocal Trusts for Unmarried Couples
Even if arranging your trust and estate planning is fairly straightforward, every situation is unique and requires diligent attention to detail and experienced legal guidance. But when estate planning involves any of the above, an experienced attorney is particularly important. Peace of mind is priceless when estate planning is concerned.
For legal and estate planning assistance from an experienced attorney, call San Jose Lawyer Linda J. MacKay at 408-379-9600 or complete this simple and secure form. We offer free initial consultations regarding advanced planning.
Avoid Probate through Advanced Planning
Probate is the legal process in which an estate is distributed after a person becomes deceased if they do not have a trust. Even in the simplest of circumstances, this process can take months or even longer. It also involves court costs, administrative fees and legal intricacies. An estate plan that involves individuals with special needs; if unmarried partners or parents are involved; if substantial property and investments are at stake: The complexities of advanced planning are significant in all of these scenarios.
You can significantly reduce or eliminate the burden of probate through advanced planning. You can also ensure more of your wealth is distributed to the people and causes you identify in your state plan.
When large wealth is involved, there is typically a large tax responsibility to account for. There is no reason to pay unnecessary taxes on your estate after your death. By planning now and discussing your situation with an experienced advanced planning lawyer in San Jose, you can ensure that your trust will be legally binding and sheltered from unnecessary taxes.
Contact Law Offices of Linda J. Mackay
For any general inquiries, please fill in the following contact form:
Revocable Living Trusts
Estate Planning and Taxation Issues
Law Offices of Linda J. MacKay
The Law Offices of Linda J. MacKay serves the cities of San Jose, Santa Clara, Cupertino, Campbell, Los Gatos, Saratoga, Sunnyvale, Mountain View, Palo Alto, Stanford, Fremont, Morgan Hill, Gilroy, as well as as greater Silicon Valley and the San Francisco Bay Area.