Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.Read More
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.Read More
Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.Read More
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a
possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of
the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and
Joe T. Stevenson, Jr., CPA | 14895 E. 14th Street, Suite 410, San Leandro, CA 94578 | Phone: (510)895-8889 | Fax: (866)716-9531 | firstname.lastname@example.org