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A Forceful and Capable Advocate For Your Elder Law Needs
Protect your legacy | Leader in estate planning | Prepare for tomorrow today
A Professional Law Corporation

Establish your California Trust or Will

Offices in Lodi, Sacramento, Modesto, Manteca, Stockton, Tracy

closeup of a Last Will and Testament document

Creating Your Will

If no will is made before your death, the state will determine who receives your property and who can raise your children. By creating a will, you are able to protect your family and your assets in an emergency. Don’t let the state make decisions on your belongings. Contact us today to draft your will.

Divide Your Assets

By properly drafting your will, you are able to choose who your beneficiaries are. This allows you to specify your wishes for your funeral, provide financial security for your loved ones, and bestow gifts to your family and friends. You’ve worked hard for your assets. You deserve to be in control of how your property and affairs will be dealt with.

Simplify Your Loved One’s Lives

Making a will is one of the most considerate and thoughtful things you can do for your loved ones. Make their lives easier by appointing guardians for your children, making arrangements for your pets and avoiding inheritance disputes. Give peace of mind to your loved ones today by contacting Rosā Law Offices, PC.

Establishing a Trust

Trusts have many advantages over wills. In a trust, you are able to put conditions on how and when your assets are distributed after you die. You are also able to reduce estate and gift taxes as well as distribute your assets without the high costs or delay of a probate court. For more information about if a trust, will, or a combination of these is best for you and your loved ones, contact us today.

Revocable Trust

A revocable trust is a legal document that often passes assets to heirs and beneficiaries faster upon death. Revocable trusts are also known as “living trusts” because they can be revised up until death. Transferring assets into a trust can save a family in legal fees as well as time. For more information about trusts, contact us at Rosā Law Offices, PC today.

Revocable Trust and Pre-Planning For Medi-Cal

Revocable Trusts are increasingly used as an inexpensive and safe way to protect your primary residence from a potential Medi-Cal recovery claim. Let us show you how.