Protecting Your Family’s Future

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:

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 below.

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After being filed with divorce papers, I called Kathleen and left her a message regarding my circumstance. She promptly returned my call and was extremely helpful and concerned regarding my case. It was a breath of fresh air that someone finally cared and understood. I ended up meeting with her later that day and when I walked in still extremely emotional she looked at me and I felt like she understood. I explained my situation and told her that I was most concerned for my two children. She also understood that from a personal level also. Kate always tried to make sure that I understood that it really was the communication between my ex and I that would most likely solve this. She also completely understood and reminded me that all this anger from him was feelings of hurt. Kate was there for me emotionally and answered all my questions regarding the case at anytime. She was even willing to talk to me on weekends and from home. Kate is professional, caring, and I will always be thankful to her for helping me in one of the worst times is my life.

~ N.W. , Santa Rosa, CA