Estate Planning

Estate planning revolves around preserving your wealth to pass on to following generations. But it’s also much more than that. A complete estate plan will preserve your best wishes in the years to come, allowing you to live well through your older years. It also allows you to designate someone you trust for your estate and your person, who will make decisions on your behalf when you are no longer able to do so yourself. This way, you can spare your family and loved ones from the troubles of having to make those decisions unguided.

While your Estate can indeed include assets such as real estate and bank accounts, it can also include stocks, bonds, cars, jewelry, retirement accounts, life insurance proceeds, and even tax refunds.

The Law Offices of Derek Lim understands the importance of setting up a comprehensive and secure estate plan. We work to not only build a plan that works for you but to maintain it over time to accommodate any changes in your life. We can also help your executor implement the plan when it is time to do so.

Our Fremont law firm and our trustworthy estate planning attorneys serving in Fremont and San Francisco help individuals and families throughout California create estate plans that are customized to their specific needs. We know that everyone has different things that are important to them — including family, bequests to organizations and charities, and the peace of mind in knowing they will be cared for in their old age. We help you consider estate planning elements such as:

• Final will and testament
• Trust funds
• Health care directives, also known as living wills
• Durable powers of attorney

We will sit down with you and review your financial situation so we can best advise you on how to manage your estate. Through careful research and sophisticated planning, an experienced lawyer will also educate you on all of your options so that you can make the best decisions for you and your family. By consulting a lawyer, you can save a considerable amount in terms of money that could have been lost through estate taxes and court disputes. We also have experience in business law and understand the intricacies involved in handling a business as part of your estate.

We treat all clients with the same respect and professionalism, no matter the size of their estate. We work efficiently and are cost-effective in order to help you preserve more of your wealth. We measure success in many happy returns and are proud to have helped many families across California.

Contact us online, or call us at 510-818-0898 to schedule an initial consultation. We speak Cantonese and Mandarin Chinese, as well as Thai and Laotian, making it easy for us to solve complicated problems for those who are not fluent in English. Reach out today to one of our estate planning lawyers in our Fremont and San Francisco locations to get started on your estate plan.