An Estate Plan Is A Must If You Have Loved Ones

At Simon Law, we understand how important estate planning is to the well-being of families. Improper estate planning can lead to family disputes that tear a family apart.

Founding attorney David Simon is an experienced estate planning attorney who helps clients protect their assets and pass them to future generations in the manner they desire. Whether you have modest assets or more extensive and complex holdings, it is important to create a comprehensive estate plan that addresses how those assets should be distributed upon your death. We will ensure your estate planning documents accurately reflect your wishes

Comprehensive Estate Planning Services In Walnut Creek, California

Every estate plan should include a will and documents that establish power of attorney for financial and health care decisions. If you wish to incorporate specific instructions about when a beneficiary receives an inheritance or how it may be used, a trust allows you that control.

Simon Law can help ensure your wishes are carried out and that future conflicts are avoided through the use of:

  • Wills
  • Trusts
  • Powers of attorney
  • Living wills, or advanced health care directives

Estate planning tools are varied and powerful. From taking care of your children to minimizing the tax burden on loved ones, estate planning can greatly ease the burden on a family and help charitable causes further their good work.

Personalized Service With A Purpose

Our lawyers will take the time to learn your situation and your goals in order to create a strategy that serves you best. We encourage you to schedule a free consultation by calling 415-523-7847 or connecting with us via our online contact form.