Experienced Trusts & Estates Attorney Protects Your Estate in Palo Alto, California

Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, Roger P. Kokores A Professional Corporation can help with all aspects of trusts and estates issues, including:

  • Estate planning
  • Estate tax issues
  • Revocable Living Trusts
  • Wills
  • Financial Durable Powers of Attorney
  • Advance Health Care Directives
  • Guardianships
  • Choosing the appropriate trustee or executor
  • Designating the appropriate beneficiaries for retirement benefits and life insurance

Securing your legacy
You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing trusts for your children and/or grandchildren, supporting personal philanthropic causes, and protecting your loved ones.

Drafting your living trust and last will and testament 
A revocable living trust or will is essential at every stage of your life. Your revocable living trust or will provides the opportunity to determine the distribution of your property, establish care nd protections for your children, and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, a friend or a charity. If you die without a living trust or will, the court determines how your property is distributed and who cares for your children, making decisions that might not reflect your desires. We can draft valid revocable living trusts or wills that ensure your intentions are honored.

Changing your living trust or will
As your life changes, so may your estate plan. You may need to update your will throughout your life. We draft amendments to living trusts and codicils to wills that address changes in your financial situation, marital status, number of children, philanthropic interests, and general lifestyle decisions.

Appointing a guardian
If you have minor children, your will allows you to make decisions about their future care. This is especially crucial if you are a single parent or if both parents die in a common incident. If you do not name a guardian, the court will appoint a guardian for your children and can make decisions adverse to your ultimate parenting desires.

Contact a lawyer who dedicates his practice to estates and trusts in Palo Alto, California
For estate planning services in Palo Alto and throughout the San Francisco Bay Area, call Roger P. Kokores A Professional Corporation at 650-857-1818 or contact us online to schedule an appointment.

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