Estate Planning

Estate planning is the process of anticipating and arranging, while you are still alive, for the management and disposal of your estate during your life and upon your death; all the while, minimizing gift, estate, generation skipping transfer, and income tax.

Our services includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

Our estate planning attorneys provide our clients with insights and solutions to their estate planning concerns and problems. We have handled all aspects of estate planning within the city of Sacramento and throughout California; including everything from the preparation of simple wills to planning and managing the administration of large, complex estates and trusts.

Estate Planning

Some of our services include:

  • Wills and trusts
  • Planning for more complex estates and family businesses
  • Charitable gifting services
  • Creation of charitable trusts
  • Family business planning services
  • Probate, estate and trust administration
  • Estate and probate litigation
  • Elder law services

We will help our clients navigate all of the issues involved in the planning and administration of their estates.

The process of planning for the unforeseen or for your eventual demise may seem at best daunting and at worst morbid… but, it doesn’t have to be. Estate planning is a proactive way to ensure that you, your family, and your estate are taken care of the way you want them to be. Our expert team of attorneys at Beyer, Pongratz, and Rosen are here to help you through the process. Request a Consultation or contact us, directly, at 916-250-1511. We look forward to working with you!

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  • Sacramento
    3230 Ramos Circle
    Sacramento, CA 95827
  • Lincoln
    433 F Street
    Lincoln, CA 95648
  • 916-250-1511

Hours

Mon: 8am – 5pm
Tue: 8am – 5pm
Wed: 8am – 5pm
Thu: 8am – 5pm
Fri: 8am – 5pm
Sat: Closed
Sun: Closed

ASK A QUESTION OR SCHEDULE A CONSULTATION TODAY