ESTATE PLANNING

Preservation of our clients assets

Creation of programs to maintain Full control over assets in case of incapacity; Transferring assets to beneficiaries without court proceedings while taking advantage of Tax Laws;

Creation of programs to maintain Full control over assets in case of incapacity; Transferring assets to beneficiaries without court proceedings while taking advantage of Tax Laws;

Our

Mission

Special planning for the elderly with Medi-Cal

 

Preservation of the homes of the elderly from the reach of the State of California after death.

 

 

Facilitating programs to maintain full control of the clients’ assets during their lifetime.

Our Definition of a Comprehensive Estate Planning


A “Comprehensive Estate Planning” is a strategy that custom-makes and personalizes every aspect of planning for transfer of your assets to your loved-ones based on your:

  • Desires, 

  • Family situation,

  • Needs,

  • Concerns, 

  • Relationships with your loved ones,

  • Peace of mind,


What a “comprehensive Estate Planning” encompasses in the firm of Manesh & Mizrahi, APLC?

  • Review and analysis of the nature and trait of your property (community property versus separate property) and existence of any property Agreement; including pre-marital Agreement.

  • Discussions on what your objectives and goals are, how you wish to structure your estate, transferring of your assets, and distribution of your wealth as you deem appropriate.

  • Discussion and analysis of tax consequences of the estate planning you have in mind.

  • Discussion and analysis of how to minimize the impact of taxes so as to benefit you and your loved ones.

  • Discussion and analysis of alternative estate planning strategies.

  • Discussion of potential conflicts and specific recommendations so as to minimize occurrence of such conflict.

  • Setting forth a specific and clear “action plan” to carry out the “Comprehensive Estate Planning” chosen by you.