Who we help · Retirees
An up-to-date plan, so your family is never left guessing.
Many retirees we meet already have a trust, often written years ago. We make sure it still says what you want, that everything is actually in it, and that the people you trust can step in if your health changes.
How we help
The questions that come up at this stage of life
Our practice focuses on California families with U.S.-based assets.
- An older trustA trust that has not been reviewed in several years may not reflect your family, your property or today's law. A review shows whether an amendment or restatement would help.
- Planning for incapacityPowers of attorney and a health care directive let the people you choose help you and can reduce the need for a court conservatorship.
- The family homeWe check that your home is in the trust and explain how passing it to your children may affect property taxes.
- Conversations across generationsMeetings can include your children, in English, Cantonese or Mandarin, so everyone understands the plan.
Trust Amendments & RestatementsUpdate an older trust to fit your family, property and wishes today.Powers of Attorney & Health Care DirectivesChoose the people who make financial and medical decisions if you can't.Revocable Living TrustsSet out who receives what, with a path that generally avoids formal probate for trust assets.
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Request an appointmentLet's talk about your plan.
Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Call 888.380.2288 or 415.693.8882, or request a time online. Consultations in English, Cantonese or Mandarin.