Estate Planning

Estate Planning:  the actions to be taken to provide for the orderly and efficient transfer of the management and ownership of assets. 
Do you have a plan?  Have you taken any action to implement your plan?  Does your plan include charitable gifts? 

Do you know what impact estate taxes will have on the transfer of your assets?  Does your plan enable you to avoid costs and delays of probate proceedings?  Have you arranged for the management of your assets in the event that you are no longer capable to do so?

Poole & Shaffery, LLP brings the expertise and tools necessary for your estate planning, including:

  • Wills
  • Revocable or Living Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Durable Powers of Attorney for Asset Management
  • Advance Health Care Directives
  • HIPPA Records Authorizations
  • Business Buy-Sell Agreements and Succession Planning

  

Poole & Shaffery, LLP will assist you in the formulation and implementation of a plan that carries out your unique intentions.  We are expert in the use of wills, revocable and irrevocable trusts, powers of attorney, and health care directives tailored to your objectives which minimize the expense and complications of asset transfers and administration.  In most cases, the probate costs avoided through careful planning far exceed the costs of the planning itself.

The estates of business owners have the added complexities of the efficient transfer of their business operations and providing for the liquidity of their ownership interests.  Poole & Shaffery, LLP works closely with business owners to design buy-sell arrangements and succession plans to address these issues.

You owe it to yourself and your family to plan for the future.  Trust Poole & Shaffery, LLP for the development and implementation of your estate planning.

Poole & Shaffery has Offices in Los Angeles, Valencia, and Lancaster Serving the Following Cities:
Los Angeles, Beverly Hills, West Hollywood, Marina Del Rey, Santa Monica, Glendale, South Pasadena, Montrose, La Canada, Pasadena, Bell, Bell Gardens, San Gabriel, Alhambra, Arcadia, Monterey Park , Santa Clarita, Castaic, Val Verde, Piru, Palmdale, Lancaster, Thousand Oaks, San Fernando, Sylmar, Simi Valley, Calabasas, Agoura Hills, Westlake Village, Oakland, San Francisco, Sacramento, Bakersfield, Ventura, Oxnard, Santa Barbara and many more.