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.

CLIENT TESTIMONIALS

“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.”

“My elderly mother and I recently had the opportunity to consult with Mr. Keyes regarding her estate planning and Living Trust. As has been our experience on prior visits with Mr. Keyes, his warm and friendly demeanor quickly set my mother’s mind at ease. Mr. Keyes demonstrates great empathy and care in his work. He explains things clearly and articulately, and addressed our each and every concern, as well as educated us on a number of issues that hadn’t even occurred to us. His thorough and careful explanations were very much appreciated. We cannot speak highly enough of Mr. Keyes, and would certainly be happy to recommend him with the highest regard. Thank you Mr. Keyes!”

“We were referred to Elijah Keyes for a settlement issue as we are out of state. From the beginning, Elijah explained everything so clearly and patiently. He listened to exactly what our concerns and thoughts were while articulately communicating the agreed upon plan of action. Given our location, we did everything over the phone and the end result was beyond any of our expectations. We would highly recommend Elijah and look forward to working with him again.”

“How often these days can you claim that a business has integrity and value let alone those characteristics actually being upheld? There was a time in recent history where a handshake was considered worth its weight in Gold. Keyes Law Group, PC excels in keeping that old notion alive by connecting with you the Customer. They prove that you’re not just a number but a valuable Human Being. Whether you’re looking for proven tax advice, information and direction in Personal Wills or Estate Planning, securing Powers of Attorney or even advice on Health Care Directives, Keyes Law Group, PC has the time, the experience, and the knowledge to help you. Keyes Law Group, PC has gained my Trust and these days, you really do need People you can count on, Bottom line!”

“Elijah Keyes was the consummate professional. I could not be more happy with his law firm. He handled a very difficult family situation with tact and kindness and provided a very good outcome. I highly recommend this attorney and his law firm.”

“Elijah Keys is an excellent attorney. He is very knowledgeable about Probate Law and Estate Planning. He takes the time to thoroughly explain details in an easy to understand manner. I highly recommend him, you will be in very good hands.”

Mr. Keyes is very personable

Excellent service, clear expectations, good advise and very professional. Thank you Mr. Keyes!

Service was excellent! Knowledgeable and Experienced Attorney

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