San Mateo Estate Planning Lawyers

The law firm of Anderlini & McSweeney LLP, in San Mateo, California, provides a complete range of estate planning services. Our firm serves clients across the financial spectrum, ranging from young families of modest means to people with significant estates. Whether it involves a simple will or an estate plan designed to minimize taxation, we can help you.

Call us at 650-242-4884 to schedule a consultation.

Tailor-Made Estate Planning Solutions

When you meet with us to discuss your estate needs, your attorney will listen closely as you describe your family, your finances and your long-term goals. Based on these factors, our firm will then create the estate documents you need. For most people, these will include:

Will — This document specifies the disposition of your estate assets after your death. It can also name a guardian for your minor children in the event of your death.

Advance health care directive — This authorizes another person to make medical decisions on your behalf if you are no longer able to do so. It can also specify the level of medical treatment you wish to receive should your condition become terminal.

Power of attorney — You can appoint someone to conduct financial transactions on your behalf if you become unable to do so.

Our lawyers can also address other needs you may have, such as a living trust or guardianship.

As your life and financial situation change, you should update your estate plan and documents. After a significant event in your life, such as marriage, the birth of a child or divorce, we can draft new documents for you for a reasonable fee.

Complex Estate Planning Matters

Anderlini & McSweeney LLP provides estate planning services to people with significant assets, including business owners. We can develop an estate plan designed to minimize estate taxes, transition a business to new owners or accomplish other goals you may have in mind.

To learn more about your estate planning options and how we can help you, contact Anderlini & McSweeney LLP.