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Estate-planning Palo Alto

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
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7 results for Estate-planning

Alison Wealth Management in Palo Alto

530 Lytton Avenue, Palo Alto, 94301
8886173402
Open now

Alison Wealth Management offers a streamlined approach to holistic wealth management, combining tax, investment, & advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the ...

fiduciary, financial advisor, wealth management, investment advisor

Brighton Jones in Palo Alto, CA

530 Lytton Avenue, 2nd Floor, Palo Alto, CA, 94301
650-618-3400

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future ...

palo alto financial advisor, palo alto wealth management, tax planning, estate planning

Law Office of Isaac H. Winer in East Palo Alto

2225 E Bayshore Rd, East Palo Alto, 94303
(650) 320-7680

Estate Planning, Living Trusts and Probate Service Provider for Palo Alto California, Law Offices of E.J. Hong

california attorneys, california estate planning, legal, palo alto estate planning

Brewer Janet L in Palo Alto

460 S California Ave, Palo Alto, 94306
(650) 325-8275

See the services and free resources available from Palo Alto estate planning attorney Janet Brewer.

legal, estate planning, estate tax planning, estate tax reduction

Exit Stage Right in Palo Alto

Palo Alto, 94306 (650) 493-3948

Are you a baby boomer and/or a caregiver for your aging parent(s)? Are you observing physical and memory loss – be it from Alzheimers or other forms of dementia? Is your family facing the need to downsize and move a family member to a senior care facility ...

estate organization, estate organizing, exit stage right, jeanne k. smith

Were you able to find the right 7 Providers within estate-planning ? If you're also a provider of estate-planning and you're not featured in the business directory yet, you can always Add an entry for free.

The results list for estate-planning in Palo Alto. You can find the best estate-planning vendors and providers in Palo Alto in the Palo Alto Business Directory. Currently there are 7 companies registered in the Palo Alto business directory under estate-planning.

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