(925) 943-2740 | (925) 943-3105 fax

1512 Bonanza Street | Walnut Creek CA 94596


Estate Planning

You have worked hard to achieve success. Now you want to make sure your assets are protected, your golden years spent in comfort, and your loved ones well taken care of after you are gone. Kirsten has dedicated her career to helping individuals and families from a wide range of social and economic backgrounds do just that. The estate plan she creates for you and the people you love will protect your hard-earned assets. Use the tax laws to utmost advantage so you pay minimal, if any, tax. Ensure your children’s inheritance. Enable you to pass on your values, goals and work ethic. Provide for a smooth and profitable ‘exit’ if you own a business. In sum, protect both your family and your legacy. And even if you already have a plan, chances are Kirsten can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.

It’s important to note that if you don’t have an estate plan, the IRS will create one for you. Not surprisingly, the IRS’s plan will not focus on minimizing taxes or looking out for the best interests of you and your heirs. That’s not the IRS’s goal. It’s Kirsten’s.

Kirsten provides all of the following estate planning services and more:

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, health care directives
  • Advanced estate planning, including irrevocable life insurance trusts, gift programs, minors’ trusts, generation-skipping trusts, tax planning
  • Business planning, including family limited liability companies, family limited partnerships, structured ownership, reorganization, succession
  • Probate, trust and estate administration