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Estate Planning

Protect you and your loved ones through proper estate planning. The biggest misconception about estate planning is that it is only useful for people who are wealthy or aging, but in fact everyone should have an estate plan regardless of income, age, or lifestyle.

When you consult with a San Francisco and Irvine Estate Planning Lawyer at Kugelman Law, we will provide you with a customized and comprehensive estate plan to account for any possible situation life throws your way.

Whether it’s a will, trust, power of attorney, health care directive, or any other type of estate plan directive required, Kugelman Law estate planning attorneys are here to serve clients in San Francisco and Irvine, California, as well as throughout the state with phone and video consultations.

In general, an estate plan protects your assets, safeguards your future, and ensures your affairs are handled exactly as you prescribe. Estate planning ensures your children are cared for by a trusted guardian and outlines detailed plans for future health care decisions and long-term care.

A proper estate plan for individuals will address how assets will be managed and distributed after death but also in the event one becomes incapacitated.

Estate planning also covers a wide variety of areas and can function in myriad ways, including:

  • Preserving and prescribing the transfer of wealth
  • Establishing future care and guardianship for dependents
  • Providing education and lifestyle funding for children, grandchildren, or whomever you wish
  • Limiting estate taxes
  • Naming an executor of your will
  • Outlining funeral arrangements
  • Addressing beneficiaries of insurance policies, an IRA, 401k, etc.

For small business owners, estate planning is essential and even more complicated to ensure the business remains in operation and is protected from substantial tax liabilities.

Business estate plans reduce exposure to lawsuits and ensure appropriate business succession. Many businesses, particularly ones that are closely held and family-owned, fail to account for a business succession plan and are left scrambling by a retirement or an unexpected death.

A proper estate plan for small business owners will address succession plans, account for estate taxes, and determine the best path forward to minimize other tax implications.

Simply put, estate planning for an individual, family, or small business is simply the most important action one does to protect their successes and prepare for the future.

Only a qualified, licensed San Francisco and Irvine estate planning attorney can interpret the innumerable laws concerning wills, trusts, probate, taxes, and property rights.

Do-it-yourself legal kits or preprogrammed estate planning software cannot possibly replace the wide range of legal advice a lawyer can provide to ensure your documents are properly completed, state law nuances are taken into account, and all relevant tax, legal, and personal issues are properly addressed.

Kugelman Law estate planning attorneys serve clients in San Francisco and Irvine, California, as well as throughout the state. We offer in-person, phone, and video consultations for your convenience.

Replace your worries about how your estate will be handled with peace of mind following an estate planning consultation with a San Francisco and Irvine Estate Planning Lawyer at Kugelman Law.

Client Reviews
★★★★★
Alexander helped me break down my tax situation and used his expertise to figure out the next actionable steps, make sure that all the bases were covered (that I wasn't aware even existed), and confirm that things were done correctly. If you are confused and stuck in a difficult tax situation, Alexander will guide you forward and help you confidently resolve the issue. Henry Wang
★★★★★
If you are having tax trouble, Alexander is the one to help you. He was very professional, personable, and easy to reach. His explanation of the entire process is helpful for easing the stress that is associated with tax trouble. We never felt intimidated or out of the loop while working with him. The process was handled to our liking and we are satisfied with the results. Even the after care has been phenomenal! Tony W.
★★★★★
If anyone out there is in need of stellar legal tax assistance, look no further and contact Alexander Kugelman. He helped me tremendously with my tax situation and is always there to help when needed. If I can give Alexander more stars, I would because 5 stars is not enough! Thank you for everything, Alex!!! Flo Lauzon
★★★★★
Alexander has been a life saver! I got dragged into some serious IRS issues with a complicated foreign assignment component, which included divorce. Alexander has been working with me to resolve directly with the IRS. Alexander is detail oriented, responsive and I trust him to guide me. I will be using Alexander for all tax related matters from now on! He is stuck with me forever. Eve T.
★★★★★
Alexander helped me understand the IRS audit process and prepared my response. There were certain records that I had lost, but he suggested alternatives that the IRS accepted. Even better, he showed up at the audit for me and I never actually had to talk with the IRS. I didn't have to pay any penalties. I'd definitely recommend hiring Alexander to deal with an IRS issue. L.R.