You've worked hard to develop and grow your business and to invest and amass your estate. And, with continuing attention, those assets will continue to grow and generate income for the rest of your life. But have you taken the steps necessary to assure that your estate will continue to be appropriately managed if you are no longer capable of doing so? Have you planned for the transfer of your assets to family, charity or other beneficiaries at your death or through lifetime giving? Will those transfers minimize estate taxes and avoid probate court costs and delays?
Poole Shaffery & Koegle, LLP will assist you in the formulation and implementation of an estate plan that carries out your unique intentions.
We are expert in the use of the following:
We can tailor all of the above to your objectives which minimize the expense and complications of asset transfers and administration. Further, the cost of careful planning is more than returned by the avoidance of the probate costs that would have been incurred in the absence of planning.
Business owners have the added planning complexities of the efficient transfer of their business operations and of assuring the liquidity necessary for the post-death administration of their estates. Poole Shaffery & Koegle, LLP works closely with business owners to design buy-sell arrangements and succession plans to address these issues.
We respect the concerns of each individual party and recognize that every client has unique circumstances that will need to be handled in its own manner. Our team of Santa Clarita estate planning attorneys will apply their knowledge to your specific circumstance to help address your personal needs.
You owe it to yourself and your family to plan for the future. Trust the Santa Clarita estate planning lawyers at Poole Shaffery & Koegle, LLP for the development and implementation of your estate plan.