Sunnyvale Estate Planning

Living in the heart of Silicon Valley, Sunnyvale residents understand the importance of planning for the future. An estate plan details how your assets are divided and chooses who makes decisions for you if you can’t. Whether you’re looking to set up a living trust, plan for the long-term care of a loved one, or create a special needs trust, having a clear estate plan is crucial. In Sunnyvale, Keyes Law Group offers comprehensive estate planning services that cater to your unique needs.

What is Included in a Sunnyvale Estate Plan?

Estate planning is the process of arranging for the management and disposal of a person’s estate during their life and after death. It involves setting up legal structures, such as wills and trusts, and making important decisions about health care directives, guardianships, and power of attorney. In California, estate planning is governed by a combination of state laws, including the California Probate Code, and federal tax laws.

Estate planning encompasses various tools and strategies, each designed to protect different aspects of your estate. Here are some of the key components that a Sunnyvale estate planning attorney can help you with:

Living Trusts – A living trust allows you to manage your assets during your lifetime and ensures a smooth transition after your death. This can help avoid probate, provide privacy, and allow for more control over the distribution of your assets.

Wealth Planning – Wealth planning involves strategies to grow, protect, and transfer your wealth. Whether you’re planning for retirement or setting up a dynasty trust to preserve wealth for future generations, a well-crafted wealth plan is essential.

Family Transfers – Transferring assets to family members can be a complex process. Keyes Law Group can help you structure these transfers in a way that minimizes tax implications and ensures that your wishes are carried out.

Special Needs Trusts – If you have a loved one with special needs, a special needs trust is crucial. It allows you to provide for their care without jeopardizing their eligibility for government benefits.

Elder Law and Medi-Cal Planning – As you age, planning for long-term care becomes increasingly important. Our estate lawyer in Sunnyvale, CA offers elder law and Medi-Cal planning services to ensure that you or your loved ones receive the care they need without depleting your assets.

Each of these components plays a critical role in a comprehensive estate plan. By working with a skilled estate lawyer in Sunnyvale, you can ensure that all aspects of your estate are considered and that your plan is tailored to your unique circumstances.

Why Estate Planning Matters in Sunnyvale

Sunnyvale, CA, is a vibrant and diverse community, home to families and individuals with a wide range of estate planning needs. Estate planning is crucial for anyone who wishes to ensure that their assets are distributed according to their wishes and that their loved ones are adequately provided for after they’re gone. This process is not just for the wealthy; it’s about taking control of your financial future and making sure your legacy is protected. Without a comprehensive estate plan, your assets could become entangled in the probate process, leading to significant delays, legal fees, and potential disputes among heirs.

In California, probate can be a lengthy and costly process, with estate assets potentially diminished by court costs and attorney fees, as outlined in the California Probate Code (§10810). By creating a tailored estate plan, you can avoid these pitfalls and ensure a smooth transfer of assets to your beneficiaries. A knowledgeable estate lawyer in Sunnyvale, CA can guide you through the complexities of estate planning laws, including the creation of living trusts, which can bypass probate altogether and provide privacy and control over your estate.

Additionally, estate planning in Sunnyvale often involves preparing for potential long-term care needs through Medi-Cal planning, ensuring that you or your loved ones receive necessary care without depleting your estate. Keyes Law Group has a proven track record of helping clients achieve their estate planning goals. Whether it’s establishing a trust to protect family assets or navigating the complexities of Medi-Cal planning, our Sunnyvale attorney has the experience and knowledge to guide you through the process.

Build a Comprehensive Estate Plan with Keyes Law Group

Estate planning is a critical step in securing your future and the future of your loved ones. With the guidance of a qualified estate planning attorney in Sunnyvale, you can create a plan that reflects your wishes and protects your assets. The first step is to consult with a knowledgeable attorney who can help you understand your options and develop a plan tailored to your needs. If you’re ready to take control of your future, contact us today.

HOW CAN WE HELP YOU?

CLIENT TESTIMONIALS

"I have had the pleasure of working with the Keyes Law Group these past months. To date, Mr. Keyes has been a great asset to our family; helping to plan a trust and the appropriate tax strategies for us and the next generation. What has worked very well for my wife and I is the time Mr. Keyes has devoted to not only hearing our financial planning concerns, but to also take the necessary time to explain and offer options for us to consider. We have worked with tax attorneys and financial consultants over the years. For us, a successful relationship is one of the key factors that we strive for. Working with the Keyes Law Group has been a very good fit for us as we work to get our financial affairs in order." -- RY
"I can’t say enough great things about Keyes Law Group! They are thorough, caring, and extremely efficient! I send everyone I know to them for Estate Planning! They took such great care of my family and they have earned my business forever! Look no further than Keyes Law Group if you want a seamless process and to cover all bases for your estate! They aren’t just Estate Attorneys; they are family!" -SL
"The patience with helping us achieve our goal and the patience in breaking down the legalese into simple language that we could understand was very beneficial. We felt we were very well taken care of." -GR
"We truly appreciate your thoughts, ideas and time. I very much value your expertise and look forward to more dialogue about best ways to move forward, build healthier relationships with our children and their children and to pass on our values to the degree we are able." -R.Y.
"I was able to have a honest dialog with such an understanding, compassionate, and caring human being. Thank you." -Y.H.
"I've had the opportunity to work with Elijah for several years now. I started during a challenging situation with my mother and he was terrific. I'd say he's very responsive, reliable and exceptionally fair. Also very empathetic. It's refreshing to engage with him and feel that I'm being well taken care of and my needs are being met. His staff is also lovely and overall super accommodating." -I.S.
"It is very important to research and choose wisely when looking for an estate planning attorney. Did you know that the California State Bar Board of Legal Specialization has a unique recognition for attorneys who go beyond the regular requirements to practice Estate Planning? Elijah Keyes has this designation; Certified Estate Planning Specialist. He is extremely well versed with this specific area of law and is a strong advocate for his clients in estate planning, including establishing living trusts, wealth planning and family transfers, dynasty trusts, conservatorships, special needs trusts, elder law medi-cal benefits and planning, trust administration and probate. Thank you Elijah, for being a trusted resource for us and for our clients!" -M.H.
"Keyes Law Group helped our family through a very difficult time with estate planning. He's honest, transparent and genuinely cares about his clients. His own personal experiences have shaped his approach in working with people - especially older folks who might be more mistrusting. He can finesse difficult conversations with ease and for that, I'm forever grateful. 100% recommend!" -Y.V.
"Elijah was very helpful with editing our family trust after my wife passed away. He answered all my question in a timely manner and if he did not know the answer he found out quickly. He would take time out of day to reassure me that he had everything under control. He took his time to explain why he worded the trust the way he did and that I understood what it meant. Will use him again when the trust needs to updated." -D.