Estate Planning For Peace Of Mind Now And Asset Protection Tomorrow

Clients of Clayton & McEvoy P.C. understand that estate planning is not a morbid or abstract concept but rather, an integral part of well-thought-out lifetime financial planning. Our clients proactively integrate personal, business and charitable intentions through careful estate planning.

Wills And Trusts — Powers Of Attorney — Guardianships And More

A foundational document for any estate plan is a legally sound will, whether simple or complex. The creator of the will can incorporate trusts into it or create trusts as stand-alone documents. Even a basic will greatly simplifies distribution of assets after a death in the family. Creating or updating a will should be the first order of business for any adult.

However, many clients of this firm have complex issues that require more detailed planning and drafting. Business ownership, extensive investment portfolios, second marriages (if applicable), other special family considerations (such as provisions for a disabled son or daughter) and preferred charitable causes may all figure into making a will personalized and effective at carrying out a decedent's wishes.

Clayton & McEvoy P.C. in San Jose provides experienced counsel, advice and representation concerning living trusts, charitable trusts, insurance trusts irrevocable trusts and revocable trusts. We help clients create wills, durable powers of attorney and health care directives. We represent clients seeking to establish guardianships and conservatorships, often involving elderly or disabled family members.

For Preservation Of Assets Across Generations

With our guidance, our California clients confidently direct their estate planning toward multiple objectives including lifetime preservation and retention of wealth. We facilitate tax-efficient succession of wealth to future generations and disposition of social capital in support of charitable institutions. We advise clients on formation and maintenance of private foundations.

Schedule A Consultation With A Lawyer

Request a preliminary inventory and strategizing session regarding your estate planning today. We also advise on probate and probate litigation. Let us know about your concerns. Call 408-293-9100 or email us for a prompt response.