Peter Joseph Tamases
We Offer Estate Planning for California - Offices in San Francisco and Oakland
PLANNING
* We interview and listen to you to find out what you want and need need in your estate plan
* We advise you how to best leave things for your family and loved ones.
* Then we prepare things like living trusts and wills for you
* We add in protection for you and your family in case you become incapacitated
- A power of attorney for your finances
- A power of attorney for your personal care
- A power of attorney for your medical decisions
TAXES
* We focus on your avoiding estate and gift taxes
- We analyze and propose tax saving approaches
- We help you put your choices into action
* If necessary we prepare
- Federal estate and gift tax return
- State estate tax returns
ADMINISTRATION
* When the time comes, we assist your loved ones
- If we made your plan we assist in putting your plan to work
- Even if another lawyer made the original plan, we put it in action and update it if necessary
* We take your estate through probate, if necessary
Certified Specialist in Estate Planning, Trusts and Probate - Board of Legal Specialization of the State Bar of California
Peter J Tamases & Associates
1700 Broadway - 8th Floor
Oakland CA 94612-2116
Tel: 510 465-3838
Fax: 510 465-3835
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