Estate Planning

Careful and creative estate planning is crucial to preserving your wealth for your family’s future. Whether or not you realize it, you have an estate that will be subject to default laws of taxation and distribution that may not align with how you desire your estate to be distributed. As a consequence, your assets may be exposed to unanticipated traps that proper estate planning would eliminate.

Proper estate planning minimizes the risks of unwanted or unanticipated exposure of assets. This allows you to be assured that your family and heirs will be secure. Each estate plan needs to be individualized to suit your personal goals. At Ogden Law Firm, PC, our Modesto attorneys are skilled in estate planning and will provide you with the unique arrangement that best benefits you.

The key to this process is our skill and desire to work with you and your other advisors. We act alongside not only you, but also your CPA, your insurance agent, and your financial planner, who may also know your heart and your goals. We ensure that your cherished values and goals can be carried out in your estate plan, your business plans, your real estate investments and holdings.

Our estate planning areas of practice include the following:

• Wills
• Trusts
• Probate
• Estate and Gift Tax Planning
• Trust Administration
• Powers of Attorney
• Advance Health Care Directives
• Charitable Planning
• Limited Liability Companies
• Family Limited Partnerships
• Business Succession Planning

Our attorneys work hands on to ensure that your estate plan, living trust, or power of attorney is completed accurately with you in mind. In addition to tailoring original documents, we also use our expertise to review any current plans that you have in place.

Whether or not you want to create a new living trust or will, or you want us to review your present plan, we can help construct an estate plan for you that will make sure you are protected.

If you have questions, contact us today to speak with the attorneys at Ogden Law Firm, PC.