Navigating California’s Complex Legal Landscape
At Sierra Family Wealth, we offer comprehensive estate planning strategies to help protect your assets and ensure smooth wealth transfer.
California has some of the most complex laws in regard to estate planning. We're proud of how our focus on providing coordinated tax, estate, and investment services has helped our clients avoid probate. By working with you and your trusted legal professionals, we’ll help make sure you have a solid plan in place.
Transfer of Wealth
We will create your custom estate plan, enabling you to decide to whom, how, and when your assets will be distributed.
Asset Protection
We’ll help protect your assets using thoughtful strategies to minimize exposure to taxes, creditors, and unnecessary fees.
Charitable Giving
Charitable giving is an important piece of many individuals’ estate plans. Beyond the tax advantages offered by charitable donations, many people have personal reasons for choosing to include charities in their estate plans. A number of vehicles are available to facilitate charitable giving, apart from a straight gift of cash or property to an institution. We'll help you decide how to incorporate charitable giving into your estate plan.
Partnering for Added Protection
For local estate planning and trust administration needs, we partner with your trusted legal professional to provide a more coordinated service. If your attorney has retired, or you do not have one, we will help you find the right attorney for your situation.
Sierra Family Wealth does not offer legal advice. You should consult a legal professional regarding your individual situation.
