About the Business
Introduction:
- We give our clients practical information that helps them refine their goals and evaluate the options available to them.
- We see our clients as collaborators in developing an estate plan tailored to meet their specific needs.
- We want our clients to feel absolutely comfortable discussing highly personal matters with us.
Practice:
- 1) Basic Estate Planning (Wills, Trusts, Health Care Directives, and Powers of Attorney);
- 2) Complex Estate Planning, including gifting;
- 3) Probate and Trust administrations; ance or relief (uncontested matters).
- 4) Petitioning the local Probate Court for assistance or relief (uncontested matters).
- 5)We can also provide guidance to you through our extensive network of professionals, such as CPAs, Financial Advisors, Tax and Business Attorneys, Insurance Agents, etc.
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- (650) 689-7169
- 951 Mariners Island Blvd Ste 300, San Mateo, CA 94404
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Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sun
Closed