Estate Planning

Zaffre specializes in all aspects of California estate planning. No financial plan is complete without an estate plan component. A basic estate plan includes a Will, a revocable trust, a financial power of attorney, an advance healthcare directive, and other documents. For some clients, advanced gift and estate tax planning will be beneficial. GRATs, charitable remainder trusts, limited liability companies and partnerships, dynasty trusts, and other planning techniques will be employed when appropriate.