Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be … Learn More
Quality, Tailored Estate Planning Services
Our estate planning practice is devoted entirely to serving clients throughout Roseville, California in the areas of Estate Planning, Estate Administration, Wills, Trusts, Business Planning, Asset Protection and Elder Law.
Clients need estate planning services in order to put their affairs in order. However, not all estate planning practices are the same. Our practice focuses on delivering highly customized estate plans. Through counseling, we save taxes, reduce costs, protect families and provide highly personalized services. Our client’s expectations are regularly exceeded.
A revocable trust provides no asset protection for the trust maker during his or her life. Upon the death of the trust maker, however, or upon the death of the first spouse to die if it is a joint trust, the trust becomes irrevocable as to the … Learn More
A will or a 'last will and testament' ' is a legal document that tells the probate court how you want your property distributed after you die, and who has the power and responsibility to wrap up your affairs. Through the probate process the court … Learn More
One currently effective planning technique is to transfer assets into a Medi-Cal trust. In a Medi-Cal trust, the trust maker retains the right to all of the trust income for life while irrevocably giving up the right to receive or benefit from any of the trust principal. The assets in the trust are not … Learn More
If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action. The process begins with an event that triggers a provision in your estate plan, such as incapacity or death. The plan … Learn More
Here is just a sample of the benefits of working with our office: FREE 30 Minute consultation A thorough personal interview with Mr. Burk A friendly and responsive staff Promptness More individual attention and creative options in … Learn More