Tax & Estate Planning in Santa Cruz, CA

 
Estate Planning diagram — Estate Planning in Santa Cruz, CA
 
Jeffrey T. Killeen has dedicated his practice to estate planning and related legal areas for over 25 years. Let our office help you get your estate in order, so that you wishes are respected after you are gone. Estate planning can help eliminate the uncertainties of probate, and reduce taxes and other expenses.
Wills
A Last Will tells the court how to probate your estate, including who gets what property, who should care for your children and pets, and the disposition of your remains. However, if you have only a Last Will and own a home, a probate is still required. A Living Trust can eliminate the need for a probate.
 
 

Estate Planning

  • Preserve family harmony
  • Avoid Probate
  • Avoid Estate Tax
  • Avoid Property tax reassessment
  • Avoid capital gains tax
  • Provide management in times of incapacity
  • Provide instructions regarding property
  • Provide instructions concerning disposition of remains
  • Provide surviving spoiuse, domestic partner, or significant other

Tools of the Trade

 
 
Trusts
Trusts are tools for estate planning to effectively manage property you own while you are living, particularly if you become incapacitated, and to help in the distribution of the property thereafter. Trusts include living trusts, special needs trusts, revocable trusts, irrevocable trusts, and charitable trusts. Call Jeffrey Killeen today and get his professional advice.
 
 
Estates
Estate planning can protect your assets and property. Estates planning should be done once you have children or a home. Otherwise a court will, according to law, decide to whom your property will be distributed. Call Jeffrey Killeen today and get his professional advice.