Comprehensive Estate Planning Assistance Tailored to Your Needs
Serving Clients in Petaluma, California and the Surrounding Area
Securing a positive financial future for your family after you pass on can be a difficult task. Planning that you do now can provide peace of mind for you and your loved ones.
At the law office of William R. Fishman, we are dedicated to providing competent and efficient estate planning assistance to a wide variety of clients. We offer personal advice tailored to your specific needs and aimed at giving you the most complete estate plan possible.
Planning for the Future
Our advanced estate planning packages cover a number of needs. With more than 25 years of experience, we have the knowledge necessary to assist with:
- Living trusts
- Special needs trusts
- Life insurance trusts
- Irrevocable gift trusts and other gifting
- Durable powers of attorney
- Healthcare powers of attorney
- Business succession planning
- Medi-Cal planning
Estate planning is not just for advanced age clients anymore. An effective plan can not only provide for the distribution of your assets at the end of your life, it also offers planning for incapacity or gifting within your lifetime. Our personalized estate plans can also help you avoid large estate taxes in the future, keeping more of your assets inside your family.
Contact Us to Get Started
Estate planning can offer peace of mind in knowing that your estate will be preserved and passed to your loved ones in the way you want. The process also allows you to plan for difficult decisions now, taking the emotional strain off your loved ones in the future.
Contact our office today to discuss your individual estate planning needs with an experienced lawyer.