I want to know my wishes will be honored. What steps can I take to ensure my future and my legacy?
Do not wait until you are in a family or health crisis. It is critical to get a good estate plan in place. First, you must sign basic estate planning documents, including your living trust, your Durable Power of Attorney, your Advance Directive, and Family Protection or Dynasty Trusts for your children. You must be sure that assets (other than retirement accounts) are titled in your trust. You must pick reliable individuals to manage your estate if you become ill or incapacitated.
You are an individual. No one plan makes sense for everyone. After we get to know you, we can develop a plan that respects your wishes and ensures that your wishes – for your children and your grandchildren – will be honored. By doing things the right way up front, you can save your family and heirs massive problems and expenses.
For more information on Living Trusts, click here and for more information on Family Protection Trusts, click here.
Why Choose Gilfix & La Poll Associates LLP?
Unparalleled Experience, Knowledge & Strategies
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Certified Specialists in Estate Planning & Elder Law
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Co-Founder of the National Association of Elder Law Attorneys
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Pioneers in Elder Law & Estate Planning
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Hundreds of Millions of Clients' Dollars in Taxes Saved
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Thousands of Families in the Community Served
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Over 35 Years of Serving the Bay Area
Real People. Real Feedback.
Hear What Our Past Clients Have To Say
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"Your letter to the Medi-Cal office did the trick. They are no longer threatening to put a lien on my house. I cannot thank you enough for helping me protect my home."
Your letter to the Medi-Cal office did the trick. They are no longer threatening to put a lien on my house. I cannot thank ...
D.S. -
"I now understand why the trust will save our family a fortune in tax!"
Thank you for the help in setting up the trust for our family. After my husband's death, I saw how tremendously valuable it ...
M.M.G. -
"When my husband passed away, my attorney at Gilfix & La Poll Associates LLP explained all the steps that have to be taken, saw to it that all steps were taken, and literally held my hand through the process."
When my husband passed away, my attorney at Gilfix & La Poll Associates LLP explained all the steps that have to be taken, ...
J.T. -
"I want to express my gratitude for your professionalism and your invaluable assistance during our recent meeting on behalf of my parents."
I want to express my gratitude for your professionalism and your invaluable assistance during our recent meeting on behalf of ...
J.J. -
"I heard of the Special Needs Trust before, but I never understood it until you so patiently and clearly explained it to me. We now have one in place for our son."
I heard of the Special Needs Trust before, but I never understood it until you so patiently and clearly explained it to me. ...
A.M. -
"Absolutely superb, respectful and very compassionate in the manner that you spoke to my parents about a very difficult situation."
I will never forget you. I have passed your name on to numerous friends with similar situations. You are absolutely superb, ...
K.S.M.
