Galanti & Copenhaver, Inc.
Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region

estate planning Archives

When to Consider a Special Needs Trust

As you begin the estate planning process, you may be making many decisions about your future, such as making a living trust and designating a power of attorney to make certain decisions on your behalf in the event you become incapacitated and are unable to make them yourself. Some of the decisions you make regarding your estate plans may also be for the benefit of others, such as creating trusts and naming beneficiaries to receive distributions from your estate.

Asset Protection 101

As you age, it becomes more and more important to set up an estate plan to manage your assets for the future. Whether you have substantial assets or not, it is important to protect them. There are a few different ways to go about estate planning, and an experienced estate planning attorney can help you decide what estate planning approach is best for your needs.

Estate Planning Myths

Contact The Firm

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

To protect your safety during the coronavirus (Covid-19) crisis, we “strongly encourage” telephone and video conferences, versus face-to-face meetings. We have competent procedures in place to ensure client and staff safety when executing documents. CALL TODAY TO SET UP A REMOTE CONSULTATION.