Wills, Trusts & Estate Planning
Protect Your Family – Avoid Probate With A Professional Will, Trust Or Estate Plan!
We’ll help you save time, money and a lot of unneeded stress.
Making a difference matters. Your story and your dynasty matter. Protect, preserve and expand your wealth because you matter!
The key, is to be prepared. We enjoy helping clients build, expand, and preserve their wealth through thoughtful, personal and individually tailored trust and estate planning, asset protection planning, probate, wills, revocable living trusts, credit shelter trusts (CST) and numerous other tax and estate-related legal services.
The Kehr Business Law, PC offers highly experienced trusts and estate planning services for individuals and families in California because we don’t want you to make the same avoidable mistakes some families have made.
We assist individuals and families to preserve their wealth, by avoiding the unnecessary taxes, expenses, hassles, and delays that often arise during a time of emotional distress.
We also provide sophisticated tax structuring related to business operations, real estate transactions, tax-deferred 1031 exchanges and much more.
Our lawyers enjoy counseling businesses and entrepreneurs from start-up to exit by integrating sound business advice for their companies with practical asset protection and estate planning strategies to protect their assets.
Probate = court proceedings that conclude all the legal and financial matters of the deceased.
But it also includes court proceedings during life that may be needed to name a guardian/conservator, transfer a property, or end with dignity the life of a loved one.
Taxes = estate, gift, income, and in some states property and inheritance taxes.
Asset protection for your children from their spouses and creditors.
Why is Probate so bad?
Probate is a public, not private, process.
Probate is complex – it usually requires the hiring of an attorney.
Probate takes time – it often takes a year or many more to complete.
Probate is expensive – $40,000 – $50,000 for a $1 million estate.
Goals of Estate Planning
Efficient transfers help to minimize transfer costs.
Probate and transfer costs.
Income tax, gift tax, estate tax, GST tax, and state estate and inheritance taxes.
Attorneys, accountants, and court fees.
Net assets distributed to your loved ones are maximized.
The Modern Estate Plan
Revocable Living Trust
Pour-Over Will
Financial (Uniform Statutory) Power Of Attorney
Advance Health Care Directive
HIPAA Authorization
Certificate of Trust
Quit Claim Deed
Here’s what our clients say
“My wife and I recently met with Dan Kehr regarding our estate. We had some concerns about our trust since it was completed over 10 years ago. Dan advised us about changes in the law as well as changes within our family that would require the trust to be updated. The items within the old trust were important to us then, but things certainly change in 10 years which required attention. Dan and his staff listened attentively to our new concerns, brought up issues that we had not considered and provided sound advice. I would highly recommend The Kehr Business Law, PC Group for your estate planning needs. – Hal W.”
