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Estate and Business Planning

Are your affairs in order?

Do you really want the state to control your asset distribution at passing?  Do you really want to risk all your assets in
business ventures?

Brad Clark will help you get your affairs in order creating peace of mind, substantial tax savings, and protection of your valuable assets by offering affordable, comprehensive estate/business planning packages.

ESTATE PLANNING
You can make sure your assets are distributed upon passing as you desire.  Intelligent estate planning can reduce or eliminate costly and time consuming probate. In larger estates, strategies can be facilitated which can significantly reduce or eliminate estate (death) taxes. Below are just a few of the estate planning devices Brad Clark may advise and draft on your behalf to help you get your affairs in order.

• Living revocable trusts
• Wills
• Charitable trusts
• Medi-Cal Planning
• Power of Attorneys

ADVANCE HEALTH CARE DIRECTIVES
You have the power to decide how and what critical medical decisions will be made effecting  your life.  Brad Clark will help you insure that the critical care decisions effecting your life match your own personal desires by creating a personalized Advance Health Care Directives.

BUSINESS PLANNING
Our economy is dependent upon entrepreneurs and small business people taking risk. That is why there are many important and legal entities that can be created to protect your assets outside of the business itself. Today’s marketplace is often volatile with ever changing conditions and demands. Even successful business’s are vulnerable to legal attack.  Let Brad Clark help you protect you and your family’s assets. 

• Corporations, S- Corps, Professional Corporations
• Limited Liability Companies
• Limited liability partnerships
• Family Limited Partnerships
• Sole Proprietorships
• Foundations