550 Water Street F3, Santa Cruz, CA 95060 • 831-423-5410
The Law Office of Robert Schalk has been providing bankruptcy & estate planning services including Wills,
Trusts & Probate Management for residents and businesses in Santa Cruz,
Scotts Valley, Soquel, Capitola, Watsonville, Aptos, Boulder Creek,
Ben Lomond and Felton for over 35 years.
Estate Planning Law
Wills • Living Trusts • Estate Planning • Probate
Planning for your family’s future in the event of your death is one of the most important actions you can take in your lifetime. It is very important because without this plan, your assets may not be distributed according to your wishes. Robert Schalk is a qualified estate planning attorney can help guide you through this important process, including implementing tax planning strategies that are appropriate for your current situation.
If you have recently had a life changing event such as getting married or divorced, received an inheritance, had a child, purchased new real estate , it can change the way you may wish to distribute your estate. We can take care of future revisions as well.
Peace of mind comes from putting your affairs in order with well prepared estate plan. A good estate plan is the key to protecting your family and ensuring that your assets will be managed according to your wishes upon your death, or if you become incapacitated.
Estate Planning is a complete set of tools used to control what will happen to you & your assets when you are no longer able to make those decisions for yourself, including:
- Revocable living trusts
- Powers of attorney
- HIPAA releases.
- Wills
- Advanced health care directives
Call Robert Schalk for all your estate planning needs at 831-423-5410 or email us to schedule an appointment.
