Petaluma Estate and Tax Planning Attorney

When it comes to Estate and Tax Planning, everyone’s situation is different. Only you know what your wishes are, and what you wish to happen to your estate once you are gone. Similarly, your family may have business and asset issues that will benefit from a review of whether you are maximizing your opportunities under the recently revised Internal Revenue Code. Small businesses may need to become formal entities such as LLC’s or corporations and these have their own succession issues that should be planned around.

Attorney Maria K. Matan meets with every client so she can listen carefully to the details of their lives. She will assess your family needs and help you develop a plan so that you can provide for your assets and business affairs to pass to loved ones in the way you intend. You will be able to enjoy peace of mind when you know that your affairs have been settled and you will not need to do anything more.

Wills and Trusts

You may want to distribute your property ahead of time or take advantage of trusts. Attorney Maria K. Matan makes sure that trusts are carefully worded so that your actual wishes are expressed. She can help you assess what is your entire Taxable Estate so that there are no surprises later.

Petaluma Estate Planning Attorney Maria K. Matan can help you with trust administration, and will also work with your financial planner to make sure they have the information they need regarding your estate and your beneficiary needs.

Tax Issues

Because she also earned a Master of Laws in Tax, Estate Planning Attorney Maria K. Matan understands complex issues relating to estate taxes. She can help you avoid unnecessary taxes so you can maximize the amount of your estate which is still left, including saving you from paying unnecessary capital gains taxes.

Tax Attorney Maria K. Matan can also assist you with other Property Tax Issues. Tax Planning will save you a significant amount of money in the long run so that your money will go toward caring for your loved ones.

Elder Law

Many Estate Planning and Tax issues overlap with Elder Law issues. Older people may be vulnerable because of health or financial issues.

You may want to prepare a Power of Attorney ahead of time so that your financial and/or medical issues are addressed properly when are unable to. An Advanced Health Care Directive will clarify your wishes so the burden isn’t on your family. Elder Law Attorney Maria K. Matan cares about your family and wants to help you protect your family members, so she will help you decide if a Power of Attorney is the right way to go.

If you need help with an Estate Planning or Probate issue, call Maria K. Matan, Attorney at Law today for a free consultation on your case.