Smart planning for a secure future.
Our services
Estate Planning
Estate planning is the process of organizing your assets and deciding how they will be managed and distributed after your passing. It involves creating key legal documents, such as wills, trusts, and powers of attorney, to protect your loved ones, minimize taxes, and avoid probate. With proper estate planning, you ensure your wishes are honored and your family is taken care of, no matter what the future holds.
Business Formation & Succession
Business formation and succession involve creating a legal structure for a business and planning for its future. Formation includes establishing the right business entity, such as an LLC or corporation, to meet the owner’s goals. Succession planning ensures a smooth transition of ownership or leadership, securing the business’s continuity and long-term success.
Trust & Estate Administration
Estate and trust administration involves managing and distributing a person’s assets after their death, according to their will or trust. This includes paying debts, taxes, and distributing property to beneficiaries. For estates, it may require probate, while trust administration ensures the trustee follows the trust’s terms. Both processes ensure the proper handling of assets in compliance with legal requirements.
Probate
Probate is the legal process of validating a will, paying debts, and distributing assets after someone’s death. In California, it can be time-consuming and costly. To avoid probate, tools like living trusts allow assets to transfer efficiently outside the court system, saving time and money. Proper planning ensures your wishes are honored without the need for probate.
“Tatiana did an incredible job creating a complicated trust for my disabled wife and myself. She was very compassionate and also offered great financial advice as we were working through the trust. I would very highly recommend hiring her, not only for her expertise, but also the pleasure of getting to know her. On top of that her prices are more than reasonable. Five stars for sure!!”
— CHRIS M & KELLY G., Los Angeles, CA