Estate Planning
A well thought-out estate plan is crucial to safeguarding yourself and your loved ones, whether you have a simple or complex estate. Our California-based firm, Jensen Nielsen Vande Pol, can help with any type of trust and provide a qualified attorney who will review with your family and financial situation, ensuring your wishes are respected.
Having an estate plan in place not only puts you in control of your finances but also shields your family from the expense, delay, and frustration of managing your affairs upon your passing or incapacitation. Our team will work with you and your financial advisors and CPAs to create an effective and efficient estate plan designed to avoid probate, estate taxes, and unnecessary delays.
Establishing an estate plan and living trust provides you with peace of mind, secure in the knowledge that you have ensured your loved ones are taken care of in the worst-case scenario. Trust Jensen Nielsen Vande Pol to safeguard your family’s future.
Business and Estate Succession Planning
It's essential for any company, whether large corporations or small family-owned businesses, to have a succession plan. When a key member unexpectedly passes, falls ill, or retires, businesses can incur serious losses, requiring extraordinary efforts to recover assets and find a replacement.
Having a plan in place ensures a smooth and hassle-free transition. With assistance from knowledgeable attorneys, businesses can designate a competent successor to guide the company and family members through the transition, provide reassurance to employees about job security, and establish safeguards to protect the company from loss.
Our firm assists in planning strategies for all estate sizes such as:
- Revocable Trusts
- Wills, Powers of Attorney, Health Care Directives
- GST Exempt Trusts
- Personal Residence Trusts
- Irrevocable Life Insurance Trusts
- Wide range of charitable trusts
- Business entity formation
- Gifting strategies utilizing business assets to minimize property tax reassessment and estate taxes
Our strategy is tailored to each individual client, the nature of their assets, and the applicable tax regulations. Our ultimate goal is to protect the status of current assets, in a manner that is effective, legal, and ethical.
