Protecting Your Legacy With A Tailored Estate Plan

Much like designing a retirement strategy, it is never too early to begin developing your estate plan. When you give yourself ample time to examine your current circumstances and determine your long-term objectives, you can identify the options that best serve your needs and minimize the potential for conflict.

At Gadzo Law, P.C., we take a deliberate, hands-on approach to estate planning because we recognize that there are many factors that affluent professionals need to consider before drafting these documents. Our attorneys, Alexandra Gadzo and Robyn Zorea, are eminently qualified to assist you with any estate planning concern. Both hold advanced legal degrees in Tax Law. With their LL.M. degrees in Taxation, Alexandra and Robyn are able to determine which legal options will help you reduce your tax liabilities.

In addition, Alexandra is a board-certified specialist in estate planning, trust and probate law. She is one of the few lawyers in Silicon Valley who has earned this designation. Our team uses their expansive knowledge of these practice areas to help you limit the impact estate taxes have on the value of the assets that your loved ones will inherit.

Using A Variety Of Tools To Achieve Your Goals

When you meet with us, we will give you time to share your concerns and objectives before making our recommendations. Our lawyers have successfully represented high net worth individuals and families for decades in California, so we are familiar with the legal instruments that are available to help you protect your wealth.

We regularly draft, revise and execute many types of estate planning instruments, including:

• Wills
• Advance health care directives
• Trusts, including revocable trusts, qualified personal residence trusts (QPRT) and irrevocable life insurance trusts (ILIT)
• Durable powers of attorney for property
• Special needs trusts for family members with disabilities
• Provisions for pets and other animals including trusts

In addition to these transactional services, we help our clients develop long-term care plans for elderly loved ones and business succession plans.

If you have been selected as an estate executor, Gadzo Law, P.C., can assist you with your obligations. We understand California’s estate administration and probate process and, using our insight, can help you complete the process as expeditiously as possible. From estate planning to estate administration or probate, you can count on us to identify an innovative approach to protect your loved ones and your legacy.

Talk To Highly Qualified Attorney Today

We are here to assist you whether you need to develop an estate plan or revise an existing plan to reflect a life change. Reach Gadzo Law, P.C., in Los Altos by completing our online form or by calling 650-397-9300 today.