5301 Madison Avenue | Suite 402 | Sacramento, CA 95841 916.679.5550

“We make sure your estate plan clearly conveys your wishes, is tax-efficient and can
be administered without undo anguish for your family.”
-Trudy Nearn, Founding Attorney, Generations

Setting Up an Estate Plan in California

With Sacramento Estate Planning Attorneys

An estate plan is not just your trust or your will. It is a complete set of tools used to control what will happen to you and your assets when you are no longer able to make those decisions for yourself. A well-designed and maintained set of tools will make the implementation of your wishes much simpler. There are different types of tools available: revocable trusts, powers of attorney, wills, advanced health care directives, etc. There are additional tools that go further to reduce the estate tax due at your death, such as irrevocable trusts and charitable trusts.

  • Revocable Living Trusts
    • AB Trusts
    • QTIPs (Qualified Terminable Interest Property) Trusts
    • Disclaimer Trusts
    • QDOTs (Qualified Domestic Trusts)
  • Special Needs Trusts
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Generation Skipping Trusts
  • ILITs (Irrevocable Life Insurance Trusts)
  • QPRTs (Qualified Personal Residence Trusts)
  • GRITs (Grantor Retained Income Trusts)
  • GRATs (Grantor Retained Annuity Trusts)
  • GRUTs (Grantor Retained Unitrusts)
  • Crummey Trusts
  • IDITs (Intentionally Defective Irrevocable Trusts)

A quality estate plan will meet your needs today, implement tax planning strategies appropriate for your current situation and set the foundation for future revisions as your family and financial situations change over the years. This way, you can be sure that you and your family will be prepared for whatever the future may hold.

Creating a trust-based estate plan is often the best way to start. People in California who own a home often use a revocable trust to avoid going through the probate process. Probate is very costly and takes a minimum of six months from start to finish - if everything goes right. Having the guidance of a lawyer with extensive experience and in-depth understanding of the complexities of these practice areas will definitely work to your advantage.

A qualified estate planning attorney is an integral part of a successful estate plan. You need an attorney who:

  • listens to you and explains options that will be suitable for your family
  • makes estate planning easy to understand and takes the time to explain the terminologies and other important issues
  • is a certified estate planning specialist who can help ensure your wishes are carried out

The Sacramento estate planning attorneys at Generations can help you decide what type of an estate plan is best for you and your family now and in the future. Our goal is to empower you through informed decision making so that your estate plan conveys your wishes precisely.

Sacramento’s Estate Planning Attorneys

Talk to our attorneys here at Generations today. We are a Probate, Trust, and Estate Planning firm in Sacramento, CA, and are very experienced in our field. We are familiar with all of the nuances and factors that can affect your plan. Please contact us today via email or toll-free at 916-679-5550 to set up an initial consultation.

Frequently Asked Questions

Q: What are some common mistakes people make when looking for an estate planning attorney?

A: When people are faced with the emotional task of creating an estate plan... Read More

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