If you are located in Inverness or elsewhere in Marin County and you are planning for the future, our firm offers clear, practical estate planning services designed to protect your family and assets. At the Law Offices of Robert P. Bergman, we help clients create tailored documents such as revocable living trusts, last wills and testaments, powers of attorney, and health care directives. Our approach begins with listening to your priorities and concerns, then developing a plan that reflects your wishes while considering California law and local probate procedures. We emphasize straightforward guidance and careful drafting to reduce uncertainty and dispute risk.
A strong estate plan goes beyond a single document: it coordinates trusts, wills, powers of attorney, and health directives to ensure a smooth transition of property and decision-making authority. Whether your goals include avoiding probate, providing for a loved one with special needs, preserving retirement benefits, or setting care instructions for pets, we can explain the available options and craft documents suited to your situation. Our communication focuses on clarity so you understand the practical effects of each tool and how it works within California law and local courts. We prioritize planning that balances your goals with realistic legal considerations.
Thoughtful estate planning provides control over how your property is handled and who makes decisions for you if you become unable to act. For Inverness residents, planning can reduce time and expense in Marin County probate, protect privacy, and create arrangements for minor children, family members with special needs, or cherished pets. The right combination of trusts, wills, powers of attorney, and health care directives helps ensure your intentions are followed and reduces the likelihood of disputes among survivors. In addition, proactive planning can address tax considerations, beneficiary designations, and retirement assets so transitions are orderly and consistent with your wishes.
The Law Offices of Robert P. Bergman serves individuals and families across Marin County with practical estate planning services tailored to California law. We focus on listening to your goals and translating them into clear, enforceable documents, including revocable living trusts, wills, powers of attorney, and healthcare directives. Our practice emphasizes personal attention, careful drafting, and responsiveness so clients feel informed and supported at every step. Whether planning for asset management, incapacity, or wealth transfer, we work to deliver durable documents that reflect your values and anticipate likely future needs.
Estate planning is the process of arranging for the management and distribution of your assets and the protection of your interests if you become unable to act. In California, common tools include revocable living trusts to avoid probate, last wills to direct property distribution and guardianship nominations for minors, powers of attorney for financial decision-making, and advance health care directives for medical decisions. Each tool serves a specific purpose, and combining them creates a coherent plan. Knowing how these documents interact helps Inverness residents create plans that minimize court involvement and reflect personal and family priorities.
A comprehensive assessment begins with reviewing your assets, beneficiaries, family dynamics, and any special circumstances such as disabilities, blended family arrangements, or business ownership. From there, suitable instruments are selected and drafted to achieve clear outcomes. For example, a pour-over will works with a trust to ensure any overlooked assets pass to the trust at death, while a certification of trust can facilitate third-party verification of trust terms without revealing sensitive details. Proper beneficiary designations and documentation for retirement accounts and life insurance are also essential parts of a complete plan.
Estate plans typically include documents that assign decision-making authority and transfer property according to your wishes. A revocable living trust holds assets and directs their distribution without probate, while a last will and testament addresses assets outside the trust and can name guardians. A financial power of attorney designates someone to handle finances if you cannot, and an advance health care directive states your medical preferences and appoints a health care agent. Together these documents protect against incapacity and streamline asset distribution, providing a practical framework that aligns with personal and family objectives under California law.
Creating an estate plan involves evaluating assets, selecting appropriate documents, drafting clear provisions, and coordinating beneficiary designations. We work with clients to identify which assets should be retitled into a trust, how to appoint trustees and successors, and how to structure distributions to beneficiaries. We also prepare supporting documents like certifications of trust, pour-over wills, and assignment forms to ensure assets transfer as intended. After plan documents are signed, we provide guidance on funding the trust, updating beneficiary forms, and keeping the plan current as needs and laws change.
Understanding commonly used terms reduces confusion and helps clients make informed decisions. Terms such as revocable living trust, pour-over will, power of attorney, advance health care directive, beneficiary designation, and certification of trust appear frequently in planning discussions. Familiarity with these concepts clarifies how assets are managed and transferred, how health and financial decisions are handled during incapacity, and what steps are necessary to maintain an effective plan. We explain language and practical effects so you can review options with confidence and decide on provisions that match your intentions.
A revocable living trust is a legal arrangement that holds title to assets during your life and provides directions for management and distribution after death or incapacity. Because the trust can be amended or revoked while you are alive, it offers flexibility. Assets placed in the trust generally avoid probate, which can save time and expense and maintain privacy compared to probate court proceedings. The trust names a trustee to manage assets and successor trustees to continue management if you become unable to act. Properly funding the trust and coordinating beneficiary designations is essential to achieve the intended results.
A pour-over will works together with a revocable living trust by directing any assets not already in the trust at the time of death into the trust, where they are distributed according to trust terms. While the pour-over will may still be subject to probate to the extent it covers property not in the trust, its primary role is to capture stray assets and ensure they ultimately follow the trust’s instructions. This document also typically names an executor and handles matters such as guardianship nominations for minor children.
A last will and testament is a legal document that specifies who will receive assets that are not held in trust and can designate an executor to administer the estate. Wills are also used to nominate guardians for minor children and set forth final wishes. Unlike a trust, a will that controls distribution of probate assets generally becomes part of a public record during the probate process. For many clients, wills complement trusts by covering assets that remain outside the trust, while specific trust provisions handle the bulk of estate administration.
An advance health care directive sets out your preferences for medical treatment and names an agent to make health care decisions if you cannot express your wishes. A HIPAA authorization permits designated individuals to receive protected health information from medical providers, facilitating informed decision-making. Both documents work together to ensure that medical professionals can consult the right person and that your treatment preferences are known and respected. Including these documents in an estate plan protects both decision-making authority and privacy in health care matters.
Clients often choose between limited, document-focused services and a comprehensive planning approach. Limited services can include drafting a single will or a basic power of attorney, which may meet the needs of those with simple estates or immediate tactical concerns. A comprehensive plan typically coordinates a trust, pour-over will, powers of attorney, health care directives, and beneficiary review to address incapacity, probate avoidance, and long-term distribution goals. The right path depends on asset complexity, family structure, and long-term objectives. We help clients weigh the advantages and limitations of each option and select a practical approach.
A limited approach may be appropriate when assets are modest, titled clearly, and beneficiaries are straightforward. If most assets pass by beneficiary designation or joint ownership and there are no minor children or special needs issues, creating a will and powers of attorney may cover immediate concerns. In such cases, clients can accomplish important tasks like naming decision makers, documenting health care preferences, and ensuring simple property distribution without the expense or complexity of a full trust. Regular reviews remain important to keep documents aligned with life changes and account designations.
When family relationships are uncomplicated and there are no beneficiaries with special needs, a limited plan can effectively address estate transfer and incapacity. If there are no business interests, complex real estate holdings, or significant retirement accounts requiring special handling, a will plus healthcare and financial powers may provide sufficient protection. Clients in this situation often prioritize clarity and low upfront cost while staying attentive to beneficiary forms and account ownership to ensure intended outcomes without the additional arrangements and ongoing maintenance associated with a comprehensive trust.
A comprehensive plan is often needed when avoiding probate is a priority, assets are held in multiple forms, or privacy is important. A revocable living trust can hold real estate, investment accounts, and other assets so that distribution after death typically occurs outside probate court. Coordinating account beneficiary designations, retirement plans, and property titles with trust provisions helps ensure that assets transfer smoothly and according to the client’s plan. This coordination reduces delay and potential expense for heirs and helps maintain confidentiality of estate affairs.
When beneficiaries include minors, individuals with disabilities, or those who may require staged distributions, a comprehensive plan provides tools to protect interests and tailor distributions. Trust provisions can establish timing and conditions for gifts, provide oversight for funds, and preserve eligibility for public benefits when applicable. A well-drafted plan can also address family-owned businesses, complex property holdings, charitable goals, and unique personal directives. Comprehensive planning provides flexibility while creating safeguards for future management and distribution of assets.
A coordinated estate plan reduces uncertainty, streamlines asset transfer, and often minimizes time-consuming court involvement. By combining trusts, wills, powers of attorney, and health directives, clients can address incapacity, privacy, and distribution preferences in a single cohesive structure. This approach can help protect family members from administrative burdens, reduce the likelihood of disputes, and preserve continuity in financial and medical decision-making. For many Inverness residents, a comprehensive plan offers peace of mind knowing that legal documents work together to honor intentions and manage practical consequences.
Comprehensive planning also allows for more sophisticated arrangements for retirement assets, life insurance, and trusts designed for specific purposes such as special needs or pet care. It supports long-term planning objectives including staged distributions, legacy gifts, and care directives. When documents are coordinated and beneficiary designations are aligned, the likelihood of unintended results is reduced. Ongoing review and updates further ensure that the plan continues to reflect changing circumstances, taxation rules, and family needs, keeping the arrangement effective over time.
A comprehensive plan provides clarity for family members about who will manage finances and health care and how assets will be distributed. Naming successors and specifying decision-making powers reduces confusion during emotional times and provides a framework for orderly administration. Trust provisions can tailor distributions to specific needs and timelines, while clear powers of attorney and health directives ensure that appointed agents can act with authority. This level of clarity helps families focus on personal matters rather than legal uncertainty when important decisions arise.
By placing assets in a trust and coordinating documents, many matters can be resolved without probate court oversight, which saves time and protects privacy. Probate records are public, whereas trust administration can often proceed privately according to the trust’s terms. This approach can limit public scrutiny of financial affairs and reduce administrative delays associated with court procedures. For those who value confidentiality and efficient handling of estate matters, a comprehensive plan offers practical advantages that align with family priorities and legal efficiency.
One of the most important yet often overlooked steps is reviewing beneficiary designations for retirement accounts, life insurance policies, and payable-on-death accounts. These designations control who receives assets and can override provisions in a will or trust if not coordinated. Regularly checking and updating beneficiaries after major life events such as marriage, divorce, birth, or death helps ensure that your assets go to the intended persons. A consistent review process reduces surprises and helps keep your overall plan aligned with current wishes and family circumstances.
Maintaining organized records of estate planning documents and letting trusted individuals know where to find them reduces delay and confusion during a transition. Provide successor trustees, agents, or family members with basic directions for locating documents, account information, and contact details for your attorney or financial advisors. Clear communication about the location of critical papers and any special instructions helps ensure that your plan can be implemented promptly and in accordance with your wishes, easing administrative burdens for those who will act on your behalf.
Estate planning provides peace of mind by clarifying how assets will be managed and distributed and by appointing decision makers for health care and finances if incapacity occurs. For Inverness residents, planning can reduce the likelihood of probate proceedings in Marin County, support family continuity, and address special needs and guardianship for minors. Beyond asset transfer, planning helps ensure that medical preferences are honored and that someone you trust can step in to handle affairs. Taking these steps in advance prevents rushed decisions and provides a roadmap for loved ones during difficult times.
Additionally, proper planning helps maintain privacy and can reduce administrative cost and delay for heirs. Coordinating beneficiary designations, trust funding, and clear instructions about assets and liabilities avoids common pitfalls that lead to disputes. Those with business interests, second marriages, or beneficiaries with specific needs particularly benefit from a tailored plan that accounts for family dynamics and long-term financial goals. Regular updates to the plan keep it effective as laws and personal circumstances change, ensuring that documents continue to reflect current intentions.
Common circumstances that prompt estate planning include acquiring real estate, having young children, experiencing divorce or remarriage, receiving an inheritance, or owning retirement accounts and business interests. Health changes or concerns about potential incapacity also make powers of attorney and health directives especially important. Planning is also advisable when beneficiaries may need ongoing financial oversight or when clients want to provide for charitable giving or pet care. Addressing these situations proactively helps ensure that transitions occur smoothly and according to the client’s wishes.
Parents with minor children should define guardianship and create trusts to manage assets left for their care. Naming guardians in a will and establishing trusts allows for controlled distributions, protecting minors until they reach ages of maturity chosen by the parent. Trust provisions can specify how funds are used for education, health care, and general support, and can appoint trustees to manage assets responsibly on behalf of minors. Clear instructions reduce family disputes and provide continuity in both care and financial support when parents are no longer able to act.
When beneficiaries have disabilities or special needs, tailored planning can protect eligibility for public benefits while supplying supplemental support. Special needs trusts or similar arrangements allow funds to be used for quality-of-life expenses without displacing government benefits. Proper drafting and coordination with public benefit rules are essential to preserve benefits while providing financial care. These arrangements require thoughtful planning to balance current needs, long-term security, and the flexibility to adapt as circumstances change while protecting the beneficiary’s access to crucial services.
Clients with business interests, multiple properties, or complex investment portfolios need plans that address continuity and management. Trusts, buy-sell agreements, and clear succession language reduce interruption to business operations and provide instructions for handling ownership transitions. Coordinating entity documents, titles, and beneficiary designations prevents unintended consequences and supports a smoother transfer of interests. Effective planning anticipates both ownership succession and practical management needs to maintain value and ongoing operations for family businesses and complex asset structures.
The Law Offices of Robert P. Bergman provides estate planning services to Inverness and the surrounding areas of Marin County, offering assistance with trusts, wills, powers of attorney, health care directives, and related documents. We focus on understanding your goals and translating them into clear, practical plans that align with California law. Whether you need a revocable living trust, a pour-over will, or tailored trust arrangements such as a special needs trust or pet trust, our office is prepared to guide you through the planning process with attentive communication and careful document preparation.
Clients choose our firm for a thoughtful approach to planning that centers on communication and durable document drafting. We take the time to learn about your family, assets, and long-term intentions, then craft coordinated documents that work together to accomplish your goals. Our process includes reviewing beneficiary designations, advising on funding the trust, and preparing pour-over wills, certifications of trust, and supporting materials to facilitate administration. This comprehensive attention helps ensure that your plan functions effectively and reduces the risk of unanticipated outcomes.
We emphasize practical solutions for clients with varied needs—from simple wills to complex trust structures for unique family situations. Our office handles matters such as trust amendments, Heggstad petitions, and trust modification petitions if changes are necessary, offering a steady hand through transitional processes. Clients receive clear explanations of their options and actionable steps to implement and preserve their plan, including guidance on retitling assets, updating beneficiary forms, and maintaining documents to reflect life changes.
Accessibility and local knowledge are also important. Serving Inverness and nearby communities, our practice understands Marin County processes and works to make estate planning straightforward and manageable. We provide attentive client service, timely communication, and practical advice to help ensure that estate plans deliver the intended protections and distributions. Our goal is to help clients accomplish their objectives with documents that are clear, functional, and ready to be implemented when needed.
Our process begins with an initial consultation to review your family situation, assets, and planning goals. From there we outline recommended documents, draft tailored provisions, and review drafts with you to ensure clarity and comfort. After signing, we provide guidance on trust funding, beneficiary coordination, and secure document storage. We also offer follow-up reviews to update the plan when life events or laws change. Throughout the process, our focus is on clear communication, practical steps, and providing documents that are ready for real-world needs.
The first step involves gathering detailed information about your assets, family relationships, and planning objectives. We ask about property, bank and investment accounts, retirement plans, life insurance, business interests, and special beneficiary needs. This fact-finding stage also covers medical preferences and point persons for incapacity planning. Understanding the full picture allows us to recommend an appropriate structure, whether a trust-based plan or a more limited set of documents, and to identify any coordination tasks needed to implement the plan effectively.
A productive planning meeting explores family dynamics, goals for asset distribution, and potential challenges such as blended families or beneficiaries with special needs. We discuss who should serve as trustees, executors, or agents and what powers they should have. Clear direction about guardianship preferences for minors and instructions for pet care or charitable intentions helps shape the documents. This conversation ensures that the legal tools we prepare align with your values and provide practical guidance for decision-makers.
We review existing documents, beneficiary designations, titles, and account statements to identify gaps and coordination needs. Confirming who owns assets and how accounts are titled informs decisions about trust funding and beneficiary updates. Where necessary, we recommend administrative steps to align account registrations with estate plan goals. This review reduces the chance that assets will be distributed contrary to your intentions and helps prioritize tasks to ensure a smooth implementation of the finalized plan.
After goals and asset coordination needs are defined, we draft the necessary documents tailored to your situation. This typically includes trusts, pour-over wills, powers of attorney, advance health care directives, and any specialized trust instruments such as special needs or pet trusts. Drafts are reviewed with you in detail so that language is clear and instructions reflect your wishes. We welcome questions and make revisions as needed until the documents precisely reflect your decisions and practical concerns.
During drafting, we outline trustee powers, distribution provisions, successor appointments, and any conditions or schedules for distributions. The pour-over will is prepared to work alongside the trust, and certification of trust documents are created to assist third parties in recognizing the trust without disclosing sensitive terms. For clients with retirement accounts or life insurance, we address beneficiary coordination to align those designations with trust objectives where appropriate and practical.
We craft financial powers of attorney to grant authority for asset management and advance health care directives to communicate your medical preferences and appoint a health care agent. HIPAA authorizations are prepared to permit access to necessary medical information by designated individuals. These documents are drafted to provide clear authority and guidance during periods of incapacity, reducing uncertainty and facilitating timely decisions about care and finances by named agents.
The final step includes executing each document properly, following California formalities for signatures and notarization when required. We then provide instructions for funding trusts, updating titles and accounts, and filing or preserving documents for accessibility. Post-execution, we recommend periodic reviews to ensure that beneficiary designations, account ownership, and life circumstances remain consistent with the plan’s objectives. If changes are needed, we assist with amendments, trust modifications, or petitions where legal processes are required to update terms.
Funding the trust involves retitling real property, transferring financial accounts, and completing assignments so that assets are held by the trust where intended. This step often requires coordination with banks, brokerage firms, and county records to ensure deeds and account registrations reflect trust ownership. Proper funding prevents assets from being left out of the trust and subject to probate. We provide detailed instructions and support to complete this administrative work efficiently and accurately so the plan functions as designed.
Regular reviews keep an estate plan aligned with life changes, tax law adjustments, and updated beneficiary designations. We advise clients to revisit their plans after major events such as births, deaths, marriages, divorces, or significant asset changes. During reviews we assess whether trust provisions remain appropriate, recommend amendments if circumstances have changed, and assist with trust modification petitions or other filings when legal action is needed to reflect new intentions. Ongoing attention preserves the effectiveness of the plan over time.
A revocable living trust and a will serve different roles in managing your estate. A trust holds assets during your lifetime and provides for their management and distribution without the delays and public nature of probate court proceedings. It appoints trustees who manage the trust assets for beneficiaries according to the terms you set. A will governs distribution of property that is not transferred into a trust and allows you to name an executor and guardians for minor children. Because a will goes through probate for probate assets, it is often used in combination with a trust to capture any assets not placed into the trust. Choosing between or coordinating both depends on your goals and the types of assets you own. For many people, a combination works best: a revocable living trust holds major assets, while a pour-over will catches assets that were not transferred during life. This coordination helps reduce probate exposure and streamlines administration for survivors. We can review your asset list and recommend a structure that aligns with your objectives and simplifies the process for your family.
To name someone to make medical and financial decisions on your behalf, you use separate legal documents. A financial power of attorney appoints an agent to manage financial affairs, including paying bills, managing accounts, and handling transactions if you cannot act. An advance health care directive names a health care agent to make medical decisions consistent with your stated treatment preferences and includes instructions about life-sustaining care if desired. Both documents are essential parts of incapacity planning and should reflect careful consideration of who will act and the scope of their authority. It is important to choose agents you trust and to discuss your wishes with them so they understand your values and preferences. Naming successors and providing clear guidance in the documents reduces the risk of disagreement and enables those you appoint to carry out decisions efficiently. We help clients draft powers with the right scope of authority and provide HIPAA authorizations so agents can access necessary medical information to make informed decisions.
A trust alone does not guarantee elimination of all estate taxes; tax outcomes depend on the size and nature of your estate and current federal and state law. Revocable living trusts primarily focus on management and transfer efficiency, probate avoidance, and privacy rather than tax avoidance, because assets in a revocable trust are typically included in the taxable estate for federal and state purposes. For clients with larger estates, additional planning tools and strategies may be needed to address tax liabilities, such as irrevocable trusts or other tax-sensitive arrangements that operate within current tax rules. If minimizing estate taxes is a goal, a tailored planning review is necessary to evaluate options and trade-offs. We can assess your estate’s potential tax exposure and discuss strategies that align with your objectives and family circumstances, while balancing complexity and administrative requirements. Coordination with tax advisors is often helpful to implement effective tax-focused planning where appropriate.
Ensuring that a child with special needs is cared for involves careful planning to preserve benefit eligibility and provide additional support. Special needs trusts are commonly used to hold funds for such a beneficiary so that distributions supplement but do not replace public benefits like Medi-Cal or Supplemental Security Income. Trust documents must be drafted to comply with benefit program rules and specify permissible uses, trustee powers, and successor arrangements. Naming a trustee who understands the beneficiary’s needs is a key decision to ensure funds are managed appropriately over the long term. Beyond a trust, planning should include a review of available public benefits, coordination of guardianship or supported decision-making if needed, and clear documentation that expresses long-term care objectives. Regular reviews ensure the arrangement continues to meet changing needs and legal requirements. We work with families to design practical plans that support quality of life while protecting access to essential services.
If you do not update beneficiary designations, assets such as retirement accounts and life insurance policies may pass to the named beneficiaries regardless of what your will or trust states. Outdated designations can create unintended distributions, particularly after life events like marriage, divorce, or death of a prior beneficiary. In some cases, this can lead to conflicts among heirs and require court involvement to resolve competing claims. Regularly reviewing and updating beneficiary forms is essential to ensure alignment with your current intentions and the rest of your estate plan. Coordination between account beneficiaries, trust provisions, and wills is important to prevent surprises. We recommend periodic audits of beneficiary designations and account ownership to verify that all documents work together. Simple administrative updates can prevent costly and time-consuming disputes and ensure that assets pass to those you intend in a timely manner.
Yes, you can change your estate plan after it is created. Revocable living trusts and wills can be amended or restated during your lifetime to reflect changes in your family, finances, or goals. Powers of attorney and health care directives can also be revoked and replaced as circumstances change. Because life events and laws evolve, periodic reviews and updates are important to keep documents accurate and effective. When significant changes occur, revising documents prevents inconsistencies and unintended outcomes for your beneficiaries and appointed decision makers. Some changes may require formal actions such as trust modification petitions or court filings when parties disagree or when a trust contains older provisions that must be addressed. For straightforward updates, we assist clients with amendments and restatements, and we provide guidance about when more formal legal steps are advisable. Regular maintenance preserves the integrity and usefulness of your plan over time.
A trust is not always necessary for a small estate, but it can provide benefits like probate avoidance and continuity of management during incapacity. For simpler estates where assets pass directly by beneficiary designation or joint ownership and there are no minor children or complex distribution needs, a will combined with powers of attorney and health directives may suffice. The cost and administrative work of establishing and funding a trust should be weighed against the projected benefits given the size and complexity of the estate and your objectives regarding privacy and probate avoidance. If avoiding probate and ensuring private, efficient distribution are important even for a modest estate, a trust may still be appropriate. We can evaluate the specifics of your assets and family circumstances and recommend the most cost-effective and practical approach to meet your goals while minimizing unnecessary procedures.
To provide for a pet, clients can create a pet trust or include pet care provisions in their estate planning documents that allocate funds and designate caretakers. A pet trust allows you to specify caretaking instructions, funding amounts, and successor caretakers in case the initial caregiver is unable or unwilling to perform the role. The trust structure helps ensure that resources are available for the pet’s care and that a named trustee manages funds according to your directions, reducing the risk that the pet’s needs will be overlooked during transitions. It is also important to discuss plans with the chosen caregiver and provide clear written instructions and contact information for veterinarians and any special care requirements. Combining a pet trust with practical steps such as identified caregivers and accessible funds helps ensure continuity of care and peace of mind that your animal companion will be looked after as you intended.
A pour-over will is a will designed to transfer any assets remaining in your name at death into your revocable living trust. Even when you aim to place assets into a trust during life, some items may inadvertently remain outside the trust. The pour-over will captures those assets and directs them into the trust so they can be distributed according to trust terms. While the pour-over will may involve probate for those assets to pass to the trust, it acts as a safety net to ensure all intended assets ultimately follow the trust’s plan. A pour-over will is commonly used with trust-based estate plans to create a comprehensive transfer mechanism that reduces the risk of assets falling outside the primary plan. We prepare pour-over wills alongside trust documents to ensure that stray assets are accounted for and that the overall estate plan functions together as intended.
You should review your estate plan at least every few years and after major life events such as marriage, divorce, births, deaths, significant changes in assets, or relocation. Legal and tax changes may also influence your plan’s effectiveness. Periodic reviews ensure that beneficiary designations, account titles, and trust provisions remain aligned with your goals and that appointed agents or trustees are still appropriate. Regular maintenance preserves the intended functioning of documents and reduces the chance of complications during administration. During a review, we check for needed updates, recommend amendments where appropriate, and assist with any retitling or beneficiary changes. Staying proactive about plan maintenance helps prevent unintended outcomes and ensures your estate plan continues to reflect current wishes and circumstances.
Complete estate planning solutions for Inverness
[gravityform id=”2″ title=”false” description=”false” ajax=”true”]
Criminal Defense
Homicide Defense
Manslaughter
Assault and Battery
Assault with a Deadly Weapon
Battery Causing Great Bodily Injury
Domestic Violence
Domestic Violence Protection Orders
Domestic Violence Restraining Order
Arson Defense
Weapons Charges
Illegal Firearm Possessions
Civil Harassment
Civil Harassment Restraining Orders
School Violence Restraining Orders
Violent Crimes Defense
Estate Planning Practice Areas