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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.
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.
Are you intimidated by the thought of estate planning?
You need courteous and reliable advice from Sonoma's best & trusted attorney
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:
- Revocable living trust
- Advance health care directives
- Long-term care insurance
- Medicaid planning
- Powers of attorney
- Asset protection planning
- Life insurance
- Beneficiary designations
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!