Federal Estate Taxation and Estate Planning Attorney
Married Client and Single Client Estate Planning
Do you have an estate plan? If you do, when was it last reviewed by a qualified attorney? If you do not, regardless of age, marital status, or level of wealth, do not delay in its preparation. To discuss your individual estate planning needs with a knowledgeable Walnut Creek attorney, contact the Law Offices of M. Franklin Parrish today.
We assist individuals and families in the following:
Married Client Estate Planning: We assist married couples in avoiding unnecessary income and estate taxes, as well as probate, through the creation of Revocable Living Trusts as well as Irrevocable Trusts, Asset Protection Trusts, and drafting of additional estate planning documents. California is a community property state. We counsel married couples in understanding how community property titling is different from joint tenancy and how titling affects an estate plan.
Single Client Estate Planning: We provide services to single clients, same sex couples, single parents, and unmarried couples in developing effective estate and Trust plans that assure privacy and are appropriate to their unique situations. We aid clients in the creation of Revocable Living Trusts as well as drafting additional necessary documents, including Wills, Durable Powers of Attorney, Advance Health Care Directives and Assignments.
Postmortem Trust Administration: After a client has died, we assist family members and fiduciaries (i.e., Executors, Trustees) in the proper administration of Trusts and other estate settlement documents to fulfill the goals of the client's estate plan.
We will also provide MediCare and Medical planning services in "special needs" cases for elderly clients, disabled clients, and their care givers. It may also be necessary to consider long-term care insurance and the establishment of a "Special Needs Trusts", and Irrevocable Trusts. Please contact us today to discuss the appropriate estate planning approach for your special needs circumstances. From years of experience, Franklin Parrish understands "The most difficult estate planning decisions are personal in nature", (i.e., selection of a Successor Trustee, Guardian, as well as, decisions regarding asset division, and any distributions from Trusts).
Even if you believe your existing estate plan is accurate, recent changes in state and federal laws, in your personal circumstances, or in the circumstances of an individual associated with your estate plan may have rendered your estate planning documents out of date. Everyone should have documentation reviewed, updated, and completed by a qualified estate planning lawyer.
Contact the Contra Costa, California, Law Offices of M. Franklin Parrish for premier Trust and estate tax planning support from a knowledgeable and personable attorney. We will work closely with you to formulate the appropriate estate plan to meet your personal and tax planning needs.