Estate Planning
How We Can Help You
……
Three Levels of Planning
Estate planning at Kitzes Law is not one size fits all. We offer 3 levels of planning to suit your varying needs. From starter plans, primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered... Continue Here
Personalized Service
We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets... Continue Here
Personal Family Lawyer For Life
We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life... Continue Here
Leaving a Real Legacy
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?... Continue Here
Trust & Estate Administration
When a loved one dies, it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills, and making sure your loved one’s assets get to the right people – without conflict. We are here to help... Continue Here
Probate After the Death of a Loved One
If you are here to learn about California probate after the passing of a loved one, we first want to say that we are very sorry for your loss. We hope that the information you find on this page will simplify any legal and administrative headaches you might otherwise face during such a difficult time... Continue Here
Kids Protection Plan
Did you know that 69% of parents have not yet named guardians for their kids?
And, of the 31% who have, most have made one of six common mistakes? Click this link to review the 6 common mistakes most parents (and their lawyers!) make when naming legal guardians and then schedule a Family Wealth Planning Session with us today so we can fix those mistakes with you... Continue Here
Wills & Trusts
Planning for Everyone You Love and Everything You Have
Do you know what would happen legally – to you, your loved ones, your assets and everything else you care about – if something unexpected happened to you?
If you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property or to an unnecessary court process... Continue Here
Asset Protection Planning
Nobody expects to be sued – just ask the 20 million people involved in lawsuits last year.
Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters, and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune... Continue Here