Most people avoid thinking about starting an estate plan because the subject makes them uncomfortable. It’s an understandable but unfortunate mistake. If you have yet to go through estate planning, you are leaving your family vulnerable to potentially serious financial hardship. Kate provides CREATIVE AND trustworthy estate planning advice for clients throughout Sonoma County.
Knowing your options is important when it comes to estate planning. There is no one TRUST OR estate plan that works for every individual. Kate’s deep knowledge of the probate system and passion for helping people will allow her to craft an estate plan that will carry out your intentions, while also minimizing the potential impact of estate taxes on YOUR assets and AVOIDING probate court..
A Responsive Approach To Estate Planning
Before you can have a comprehensive estate plan protecting you and your family, find an attorney who specializes in this area of law.
Kate communicates in plain English. Her clients understand what each instrument, such as a trust or power of attorney, can do for them and their family. She understands that most people want to pass on as much of their estate as possible to their families.
With an extensive background practicing trust and estate law, Kate is prepared to help with estate plans. She goes over assets and priorities for the plan, and constructs plans that fit the specific needs of her clients and their families.
Kate’s variety of expertise in estate planning matters include:
- Wills and Trusts
- Power of attorney
- Health care directives
- Business succession planning
Speak To An Experienced Estate Planning Attorney
Schedule a 30 min complementary consultation by calling the firm at 707-527-1380, or email Kate through the form on our Contact page.