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Petaluma Law

Rudolf P. Rentzel, Attorney at Law

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ESTATE PLANNING

You want to know that your property and possessions will be passed according to your wishes when you pass away.  You want to avoid the time-consuming and expensive process known as probate.  You also want to avoid or reduce the estate tax.

I can assist you with these goals by preparing your personal will or living trust.  A will is less expensive, but will not avoid probate.  A living trust costs more, but will avoid the probate process.  Both can be used to avoid or reduce estate taxes through careful planning.

In addition, I can help you in planning who to choose to make decisions for you should you become incapable of making decisions for yourself, for both health care decisions or financial matters.

Key Benefits

  • Pass property and possessions as you wish.
  • Avoid probate costs and reduce estate taxes.
  • Choose a decision maker when you are incapable.

Experience

I have had the privilege of assisting many clients in preparing wills, living trusts and powers of attorney; in planning how to avoid or reduce estate taxes; in transferring assets into a living trust; and in implementing a living trust once clients have passed away.

Powerpoint Presentation on Estate Planning

I have a lot more information about Estate Planning put together in a PowerPoint presentation.  If you want to view it, click on the link below. 

Estate Planning PowerPoint

 

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