Preserving Your Funds, Preparing Your Family’s Future With Sound Estate Planning Strategies
Proactive, well-prepared estate plans containing wills, trusts, powers of attorney, advance medical directives and tax planning can save substantial amounts of money after a loved one’s passing.
Planning your estate is really about planning for your family and friends. Jane K. Penhaligen assists people with the creation of solid estate plans that bring them comfort while securing their family’s future.
Jane K. Penhaligen works with clients toward the goal of a smooth transfer of business and financial assets. She offers the thoughtful counsel with both tax and legal perspectives needed to make the best personal and economic decisions.
“Jane explained to me the process of setting up a trust in terms I could understand, and clearly laid out the possible challenges in my particular situation and options for saving time and money. The result: I understood what was done and it was a reasonable cost. Most importantly, there will be no ambiguity when I’m going and my affairs will be in order and simple to process.” — Aaron S., Concord
A Lifetime Of Security Through Estate Planning
At the Law Office Of Jane K. Penhaligen, you benefit from an array of estate planning services that include:
- Wills and revocable living trusts
- Powers of attorney and advance health care directives
- Trust administration and probate
- Business succession planning and agreements
- Family limited partnerships
- Life insurance and charitable trusts
- Property agreements
- Asset protection strategies
- Estate and trust taxation consultation
Proactive Tax Planning Strategies That Help Preserve Your Estate
At the Law Office Of Jane K. Penhaligen, in Pleasant Hill, our estate and probate law firm’s experienced founding attorney advises skillfully on the use of tax deductions, capital gains, and gift and charitable giving issues, and how families can avoid so-called “death taxes.” Additionally, Ms. Penhaligen is knowledgeable about how to pass on property tax valuations on the transfers residences and additional real property from parent to children and, in some instances, grandchildren.
Her master’s degree in tax law makes Ms. Penhaligen uniquely qualified and highly knowledgeable about asset protection planning, taxation on the transfers of assets, capital gains, and gift and charitable giving issues, so that each of her clients can protect their legacy the way they actually intended it to be.
Focused On Your Personal And Financial Needs
Do you want to know how to best transfer your estate to your family and friends? Do you have questions about living trusts, special needs trusts or even pet estate planning? Contact our experienced lawyer in Pleasant Hill to arrange a free half-hour initial consultation: 925-464-1598. We know you’re busy, so we make a point of providing very friendly and prompt service.