Estate Planning Lawyer San Francisco
Estate planning is more than just a series of
documents – it's a critical strategy for
safeguarding your legacy, assets, and the future
of your loved ones.
Without a meticulously crafted estate plan, you risk leaving behind a tangled mess of legal disputes, tax liabilities,
and financial instability. At Moskowitz LLP, our San Francisco estate planning attorneys & financial professionals offer comprehensive estate planning services designed to protect your estate from potential threats and provides that your wishes are carried out precisely as intended.
As a trusted estate planning law firm, Moskowitz LLP provides comprehensive guidance to help you protect your assets, care for your loved ones, and secure your legacy. Our team assists clients in drafting Wills and Trusts tailored to their unique circumstances, ensuring that their wishes are carried out and their families are spared unnecessary stress and expense. Proper preparation is critical—without a well-structured estate plan, your assets may be subject to probate, higher taxes, or disputes among heirs.
By working with our experienced attorneys, you gain peace of mind knowing that your estate is organized, legally sound, and designed to minimize tax liabilities while maximizing protection. Whether you need a simple Will, a complex Trust, or a full estate planning strategy, Moskowitz LLP is here to provide the clarity and support you need for the future.
Moskowitz LLP is located on Bush Street between Kearny St and Montgomery St at 333 Bush St Floor 21, San Francisco, CA 94104 in the Financial District (view on Google Maps), about a block away from St Mary's Square.
Recent Review:
"I worked with this organization for estate planning. They were incredibly thorough, responsive, and supportive with a very complicated and sensitive topic. We have such a better set up now then we did before. They continue to be supportive with yearly check-ins to make sure we update our documents to keep things current."
Verified Google Review From Chris M.
Why Choose Moskowitz LLP For your Estate Plan?
Moskowitz LLP’s deep experience in both tax law and accounting makes us uniquely qualified to guide clients through estate planning. Because estate planning is not only about distributing assets but also about minimizing tax exposure, our dual expertise allows us to design strategies that protect wealth while reducing estate, gift, and income taxes. By combining legal insight with precise financial analysis, we ensure that Wills, Trusts, and other planning tools are structured to preserve more of what you’ve built for future generations. This integrated approach makes Moskowitz LLP an ideal partner for individuals, families and business owners seeking both protection and tax efficiency in their estate plans.
Moskowitz LLP was founded by attorney Steve Moskowitz, who has over 40 years of experience in federal & state tax law. Moskowitz LLP has prepared thousands of estate plans for people ranging from very simple, to highly complex including multi-million dollar assets, complicated business ownership and international tax considerations.
Moskowitz LLP has hand selected tax & financial professionals with diverse industry knowledge to better serve our clients who want to use all available financial strategies to preserve their weath for their heirs. Call us today and let us show you wha't possible.
Why You Need Estate Planning
The absence of a solid estate plan can lead to devastating consequences. Without proper planning, your estate may be subjected to:
- Exorbitant Estate Taxes: Estate taxes can erode your wealth, leaving a fraction of your estate to your heirs.
- Prolonged Probate: Without a well-drafted estate plan, your estate could face a prolonged probate process, causing delays that could
result in your beneficiaries suffering losses from assets that declined in value during the probate period and unnecessary costs. - Family Disputes: Ambiguities in your will or trust can lead to family conflicts and legal battles, tearing apart relationships and draining
your estate's resources. - Mismanagement of Assets: Without clear directives, your assets may be mismanaged or distributed contrary to your wishes,
potentially harming the financial future of your beneficiaries.
Comprehensive Estate Planning Solutions
At Moskowitz LLP, we provide a full spectrum of estate planning services to address these risks and more:
A comprehensive explanation and discussion of the differences between Wills and Trusts and guidance in what is best for your circumstances; including how you can benefit from a trust while having a special type of Will that is only used for people who have a trust.
- Wills: We craft precise, legally sound wills to ensure that your assets are distributed according to your wishes. Our attorneys anticipate potential challenges and design wills to withstand scrutiny and prevent disputes.
- Trusts: From revocable living trusts to irrevocable trusts, we create structures that offer flexibility, asset protection, and efficient estate transfer. We design trusts to minimize tax implications, protect assets from creditors, and ensure seamless management during incapacity.
- Durable Powers of Attorney: We establish durable powers of attorney to appoint trusted individuals to make financial and medical decisions on your behalf if you become incapacitated. Our meticulous approach provides that these documents reflect your exact preferences and comply with state laws.
- Health Care Directives: We draft comprehensive health care directives to communicate your medical treatment preferences and appoint decision-makers in case of incapacitation. This prevents unwanted interventions and provides that your wishes are honored.
The Risks of Inadequate Estate Planning
Failing to address these issues with a robust estate plan may result in significant and often irreversible consequences:
- Financial Ruin: The imposition of heavy estate taxes and probate costs can drastically reduce the value of your estate, leaving your beneficiaries far less than they otherwise could have had.
- Family Conflict: Disputes over assets and unclear directives can lead to bitter family conflicts and prolonged legal battles, straining relationships and depleting your estate’s resources.
- Inadequate Protection: Without appropriate planning, your assets may not be protected from creditors or mismanagement, potentially jeopardizing the financial security of your heirs.
Why Moskowitz LLP?
At Moskowitz LLP, we understand the gravity of
effective estate planning.
Our attorneys combine technical expertise with a deep understanding of your personal and financial situation to create an
estate plan that addresses potential risks. We provide thorough, strategic planning to protect your legacy and provide that
your estate is managed and distributed according to your wishes.
Don’t leave your legacy to chance. Contact Moskowitz LLP today to provide your estate with the
precision and protection it deserves.
LET’S GET STARTED.
Subscribe To Our Newsletter
Get alerts. Stay current. Receive tax insights, tips and featured blog articles.
Please tell us about your case and how we can reach you.