At The Law Offices of Jonathan D. Larose, APC, we assist individuals and families at many different stages in life. We understand that each client does not have the same values, finances, or needs. Therefore, we work with you to create a plan that is tailored to your goals and economic concerns.
Contact our estate planning attorney for sound advice and guidance in Fremont or anywhere in the San Francisco Bay area.
Compassionate Guidance and Sensible Solutions for You and Your Family
When we meet with you, we want to learn as much about you as possible. We want to understand who you are, what you do, what your assets and objectives entail, what family obligations you may have, and what concerns you may have. Your estate planning needs are dependent upon your unique situation.
If you have children, you will want to appoint a guardian who will care for them in the event you should die before they are grown. If you have a disabled child, you should consider a special needs trust. Depending upon your income and the value of your assets, you may want to investigate possible ways of avoiding inheritance and estate taxes.
If you have just filed for divorce or your divorce has just been finalized, it is important that you update your will, trust and estate plan. After marriage, the breakup of a marriage, or any remarriage, you should also consult with your divorce lawyer and an estate planning attorney about the need to change the beneficiary on any life insurance policies, retirement accounts, or other assets. Failure to update your estate plan and financial documents can prevent your heirs and loved ones from inheriting your assets.
From a simple will and last testament to complex asset protection strategies, Larose Law can meet your estate planning needs. We are able to help you with:
- Wills
- Trusts, including special needs trusts, life insurance trusts, testamentary trusts, and marital trusts
- Powers of attorney, including medical and financial powers of attorney
- Living wills, health care proxies, and medical directives
Educate — Protect — Maintain
We offer many years of estate planning experience. Our sophisticated understanding of estate planning techniques enables us to advise you about your options so that you can make informed decisions about how to plan for the future. We strive to create an estate plan that promotes your goals, protects your assets and achieves your financial goals. In addition, we help you revisit estate plans in the future in order to maintain consistency with your changing needs.
If you would like to discuss your estate planning options or needs, please contact our firm and schedule your free initial consultation.
