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Estate And Trust Planning

PROTECTING YOUR WEALTH AND YOUR CHILDREN'S PEACE OF MIND
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Guichard Teng & Garrett are serious about helping you preserve your family’s wealth. For many families, real estate, in the form of their primary, and perhaps a secondary vacation home, comprises a significant portion of their overall net worth. An often-overlooked important method of wealth preservation is the formation of a Revocable Trust. Without one in place, your estate is subject to a potentially lengthy, costly and arduous probate process that can significantly diminish your estate and create divisive family squabbles that could have easily been avoided.

Our attorneys sit down with you to learn about your holdings, your family, and your wishes for your family when your estate passes.

Advising citizens and non-citizens on estate planning matters, including:

  • Revocable Trusts
  • Pour-over Wills
  • Durable Powers of Attorney
  • Advance Healthcare Directives
  • Additional estate planning documents, including
    • Certifications of Trust
    • Assignments of Property
    • Deeds and Preliminary Change in Ownership Reports

Safeguarding and ensuring a smooth transfer of your estate requires a thoughtful and thorough approach. We’ve helped hundreds of families just like yours protect their wealth against legal attacks while minimizing inheritance tax liabilities and family conflict.

We have offices in Walnut Creek and Concord for the convenience of our clients from Walnut Creek, Concord, San Ramon, Oakland, Sacramento, Vacaville, Woodland, Dixon, and other cities around the Bay Area and greater Sacramento region.

Please call us TODAY on our toll-free number 925.459.8440 for a FREE CONSULTATION and speak with one of our lawyers to get an estate plan in place now. Waiting could be quite costly.

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No Guarantee of Results: The descriptions on this web page are meant only to provide information about the activities and experience of our attorneys. They are not intended as a guarantee that the same or similar results can be obtained in every matter undertaken by our attorneys; and you should not assume that a similar result can be obtained in a legal matter of interest to you. The outcome of a particular matter can depend on a variety of factors-including the specific factual and legal circumstances, the ability of opposing counsel, and, often, unexpected developments beyond the control of any client or attorney.

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