2825 E. Tahquitz Canyon Way, Ste. D-1
Palm Springs, California 92262

760-320-2804

Goals for Estate Planning

At Fromberg Edelstein Fromberg, we have three primary goals: planning for disability and death; protecting assets through life and for future generations; and minimizing negative tax consequences through careful plan structuring. Without proper estate planning, state laws can dictate the parties responsible for medical and financial decision-making, as well as to whom property and other assets will pass upon death. When there is no estate plan in place, the state’s desire for efficiency in this process usually overrides the decedent’s wishes and desire for control over the disposition of assets, as well as who is in charge of these lifetime and postmortem decisions.

We guide clients as they plan for potential future disability and death, helping them make decisions that will preserve their assets for loved ones and organizations about which they care deeply. As part of this process, we regularly partner with clients’ financial and investment advisors, accountants and insurance representatives to ensure an integrated approach to asset protection.

A vital aspect of creating a customized estate plan is structuring it to suit a client’s specific financial and medical circumstances and those of the client’s intended beneficiaries. In doing so, our attorneys are able to anticipate potentially harmful tax implications of each estate planning decision and structure the client’s plan to best avoid those implications.

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