We help our clients plan for the preservation and distribution of their wealth through the use of trusts, wills and other legal documents. We offer detailed individualized plans that fit each client’s needs.
Planning Services:
- Plan
- Individualize
- Document
- Litigation (if related)
Estate Planning Attorney Erin E. Dixon advises clients in matters involving:
- Wills and Trusts
- California Advance Healthcare Directive
- Financial power of attorney matters
- Succession planning
- And others
Many people think that estate planning only involves the writing of a will. Estate planning, however, can also involve financial, tax, medical and business planning. A will is part of the planning process, but you will need other documents as well to fully address your estate planning needs.
We will meet with our clients in their homes, if necessary or more convenient to the client. Please contact us to arrange a consultation.
