Estate Planning Attorney in Santa Rosa & Sonoma County
Protect Your Future - Call (707) 509-3880 Today
Benefits of hiring our firm:
- 15 years of experience of the field
- Featured in the media for our trusted legal opinion
- Highly recommended by past and current clients
- Simple, flat-rate fees
- Friendly and attentive staff
When it comes to your future, it is never too soon to begin planning. At
Gullotta Law Group, our Sonoma County estate planning lawyer helps individuals plan for the
future to ensure that if an unexpected event were to occur, there would
be a plan already set in motion. For every client we work with, our goal
is always to create a comprehensive estate plan for their unique needs.
By listening to our clients' wishes, we create the legal documents
necessary to ensure their specific wishes are fulfilled, and their assets
and loved ones are protected - no matter what happens in the future.
To learn more about the estate planning services we provide,
call (707) 509-3880 to request your
free case evaluation.
Obtain Honest Counsel at a Fair Price
Our flat fee estate planning helps clients participate more freely in the
process and create a plan that will fully meet their needs, without worrying
about how much it will cost. Attorney Eric Gullotta is a
former CPA with a master's degree in Taxation who uses his unique insight to develop the thorough and accurate estate
plans for his clients. When an individual works with us, we draft the
appropriate estate planning documents, including wills and trusts, to
help the client and their loved ones prepare for the future.
Creating an Estate Plan & California Intestate Succession
Estate planning involves selecting heirs and beneficiaries, and determining
what assets they will receive once the individual passes away, as well
as naming an executor to administer their estate. If the individual has
minor children, the plan can also appoint a guardian who will resume responsibility
in the event that the individual can no longer care for them on their
own. Additionally, estate planning can include listing your wishes for
medical care and your property, should you become incapacitated.
We form customized estate plans that are
tailored to meet every client's specific need and long-term goals. Since we cannot predict when an accident or illness may occur, it is
recommended that you form your estate plan sooner rather than later. When
we put off estate planning for too long and write a "deathbed will,"
such will may be subject to a will contest, which may result in unnecessary
court costs and legal fees and a protracted court process. Additionally,
once your estate plan has been drafted, you can always go back and make
alterations, so you do not have to worry that the plans you form now will
be set in stone.
An estate plan may include any of the following:
If you pass away without a will in Sonoma County, your property will be
distributed according to California intestate succession law. Only
probate assets are affected by intestate succession. In the state of California,
intestate succession is designed to benefit children, spouses, parents,
and siblings prior to moving on to more distant relatives.
Certain assets are not probate property, including:
- Assets in a living trust
- Life insurance proceeds
- Securities in an IRA
- Payable-on-death bank accounts
Protect Your Loved Ones & Assets - Contact Us Today
While estate planning can be a daunting task, being prepared for whatever
the future may bring can be highly beneficial in the long run. To find
out more about estate planning or to schedule your free consultation,
be sure to
give our firm a call today!