Your Estate Plan Should Reflect Your Life

There is no shortage of success stories in Sonoma County - individuals and families that have worked hard and accumulated significant assets. Protecting those assets and planning for life’s unforeseen events is an important step that too many people neglect.

At Passalacqua & Passalacqua, LLP, we help individuals at all stages of life develop comprehensive estate plans. We also assist with estate and trust administration, and we help individuals navigate the probate process.

Richard Passalacqua is careful to learn the unique aspects of each client’s situation.

Estate plans are not solely for wealthy individuals. If you have any assets and there are loved ones in your life, you should have an estate plan.

A Sincere Expression of Love

Creating an estate plan is one of the most important things you can do for those you love. We use the full spectrum of estate planning tools to ensure that your estate plan reflects your life and your wishes. This includes:

  • Wills to ensure that your assets are distributed according to your wishes upon your death

  • Trusts that can accommodate a wide range of needs, such as minimizing taxes, avoiding probate, providing financial support for special needs children or creating a charitable foundation

  • Powers of attorney that designate a trusted individual to make healthcare and financial decisions on your behalf if you are unable to and provide clear, end-of-life instructions

  • Succession plans for partnerships or family-owned businesses

If you have a will and other estate documents in place that are more than five years old, it is a good idea to have us review those documents to ensure they reflect any changes in your life, such as divorce, a family member’s death, or the birth of grandchildren.

Experienced Estate Administration

If you have been named executor of a will, you are responsible for gathering the decedent’s assets, settling debts and taxes, and distributing the remaining assets according to the decedent’s will. The process can be complex, especially if the estate was substantial. Richard Passalacqua is an experienced and knowledgable probate lawyer who helps executors navigate the estate administration process, minimize their exposure to liability, and defend against any challenges.

There is No Better Time to Tend to Estate Planning Matters

Procrastination never pays. Call us or use our online contact form to schedule a consultation. We can review your situation, including any existing estate planing documents, and ensure that your loved ones are fully protected.

We work with residents of Sonoma County, Mendocino County, Marin County, and throughout Northern California.