Wealth Planning & Family Transfers

As you build wealth for yourself and your loved ones, you want to ensure your family is well-taken care of in the future. Many of us know the risks of families having great disputes over their deceased parents’ estates.

To avoid these unfortunate and often avoidable fights from happening to your family, it is critical to work with an experienced, proven estate and probate lawyer. This is especially true within California’s very complex trust and probate laws.

It is essential to get competent advice about estate planning. Below are some common topics your attorney might discuss:

Estate Tax

The estate tax is a financial charge on a person’s net worth when the person dies. Each person has an exemption (an amount that can pass free of estate tax). Everything above the exemption is subject to tax. An experienced and trustworthy attorney will consult with their clients with all probate and trust administration aspects. We will also help fiduciaries with tax activities for estates.

Gift Tax

Gift tax is a tax on the value of property transferred by an individual who receives less than fair value in return. Gift tax applies to transfers of any type of property.

Family Businesses

For family business owners, it is crucial to prepare a business succession plan to continue the family’s income and business success. Special attention should be paid to preventing conflict that could hamper a business’ ability to continue operations after you die. A business succession plan can be drafted in various ways, and a reliable attorney will be more than happy to assist you every step of the way.

Real Property

Real property, or real estate, can be a source of income and security. After your death, real estate can be a benefit or a burden to your family. Beneficiaries may fight to keep or liquidate a specific property. A lawyer can help to ensure your real property will be correctly directed.

How a Lawyer can Help

If you are looking for an estate planning attorney in Sunnyvale, a North San Jose Estate Planning law firm, or the sort, Contact Keyes Law Group, PC. They offer free 30-minute consultations. And with over a decade of experience in this type of law, you will be in great hands.

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"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.