Estate Planning

Manela & Associates serves the specialized estate planning needs of individuals and families. We combine legal, financial, tax, philanthropic, and business matters into a unified plan. Our advanced planning strategies allow individuals and families to:

• Maintain control over their affairs while assuring the continuance of their lifestyle
• Protect their wealth and income from lawsuits and creditors to the maximum extent of the law
• Facilitate their ability to pass value, responsibility and work ethic to their heirs
• Keep their affairs free from the publicity, costs and delay of Probate
• Eliminate or substantially reduce gift and estate taxes and generation-skipping transfer taxes

Financial Services

Let one of our estate planning and probate attorney bring order to your affairs and generate substantial tax savings while meeting your specific objectives. One of our greatest professional challenges is communicating to prospective clients and their financial advisors the true magnitude of what we can accomplish for them. To this end, we hope the information provided on this site is helpful to you.

While will clarify who will receive your assets, trusts play an essential role in asset preservation and family harmony. Through the use of trusts, you may minimize or potentially eliminate your exposure to federal and California estate taxes. Trusts also allow you to help your beneficiaries limit probate costs, which can be significant, and can ensure a seamless transition of family support and asset management.

Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence.