Estate Planning Attorney in Palm Desert, CA
Estate Planning
Estate Planning Attorney in Palm Desert, CA
Estate Planning at Palm Desert Law Group, APC is not one-size-fits-all. We offer three levels of planning to suit you and your family’s individual needs. From starter plans aimed primarily for families with young children with 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. Our plans are focused on ensuring your family has somewhere to turn if, and when, something happens to you, that your plan will work, and you have real security.
We believe in personalized service for each and every client. Our approach is educational and proactive – we first determine your individual needs, desires and values, and then tailor your plan to best fulfill your dreams.
We represent families throughout varying stages of life:
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We can help you identify, collect, and determine assets and their values; guide you on the payment of debts, expenses, and taxes from estate and trust assets; submit necessary accountings; advise you as to distribution of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust; notify all heirs and beneficiaries of the trust; and guide you to determine whether state and federal, generation-skipping transfer, and gift tax returns need to be filed.
The Palm Desert Law Group, APC offers complete trust and estate administration services – we guide you every step of the way and our team will make the process as easy as possible for you and your family.
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Palm Desert Law Group, APC
35400 Bob Hope Drive
Suite 201
Rancho Mirage, CA 92270
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