Plan For The Future With A Will Or Trust

It's never too early to start thinking about the future. At any age, a person can unexpectedly experience an injury or illness that makes it difficult or impossible to articulate one's wishes and satisfy their responsibilities. By creating a formal plan in the form of a will and/or a trust, you can gain the peace of mind that comes with knowing that your affairs are thoroughly in order, no matter what happens down the road. Such plans can include the declaration of your health care preferences, ensuring that your child or a special needs adult will have proper guidance and support, as well as the management of your financial assets.

Whether you are thinking about your own future, or you are the adult child of an aging parent in need of estate planning assistance, a lawyer can help you think about your options. At the Law Offices of Barbara Loebner, I am committed to helping you navigate elder law and estate planning law to create a firm foundation for the future of your family.

Estate Planning Support For Every Family

I provide a wide range of estate planning services for my clients, including:

  • Drafting and review of wills
  • Establishing trusts
  • Establishing special needs trusts and performing other special needs planning
  • Long-term care planning
  • Planning for skilled nursing care
  • Taking advantage of Medi-Cal/Medicare
  • Navigating the probate process after a loved one's death

My clients have large families and small families. I have significant experience drafting wills for people in a second or subsequent marriage, as well as those seeking to distribute their assets among children and/or stepchildren in California and in other states.

Schedule A Consultation Today

To learn more about how an experienced estate planning attorney can help you make a plan for yourself and your family, schedule an initial consultation with the Law Offices of Barbara Loebner. Just call 650-468-3220, or send me an email.

I represent clients in the Peninsula and the South Bay, from South San Francisco down to Gilroy. Based in Los Altos, I will gladly travel to your home or the location of your choice for our meetings. Alternatively, I often meet with clients at shared office spaces in Los Altos, San Jose, Sunnyvale, Cupertino, Mountain View and Redwood City.