Estate Planning

Careful and creative estate planning is crucial to preserving your wealth for your family’s future. Whether or not you realize it, you have an estate that will be subject to default laws of taxation and distribution that may not align with how you desire your estate to be distributed. Moreover, your assets may be exposed to unanticipated traps that proper estate planning would eliminate.


Family

Proper estate planning minimizes the risks of unwanted or unanticipated exposure of assets, allowing you to be assured that your family and heirs will be secure. Each estate plan needs to be individualized to suit your personal goals and as Modesto estate planning attorneys, we do exactly that.

Key to this process is our desire and skill in working with you and your other advisors, such as your CPA, your insurance agent, or your financial planner, who may also know your heart and your goals, so that your cherished values and goals can be carried out in your estate plan, your business plans, your real estate investments and holdings.

Our estate planning areas of practice include the following:

Whether or not you want to create a new living trust, will, or you want us to review your current estate plan, we can help tailor an estate plan for you to ensure you are protected.

If you have questions, contact us today to speak with the attorneys at Ogden Law Firm, PC.

Client Reviews
★★★★★
Attorney Daniel Ogden and his staff were such a help during my estate/will planning. I contacted a couple of attorneys and simply did not feel comfortable using them. Not so with Mr. Ogden. He was thorough and knowledgeable, making us feel very comfortable and secure in the decisions we made regarding our estate planning. I highly recommend his practice! Ingrid B.
★★★★★
If there was ever an attorney or legal office to trust, this is it! Don't bother going around town and getting the runaround from other people who will only partially represent you or overcharge for partial services. Daniel Ogden and his amazing staff are BY FAR the most competent and friendliest people to work with in this area. Jeremy E.
★★★★★
Daniel Ogden is a first class professional who listens acutely and makes great recommendations. Updating our estate documents was executed with skill and expediency. He is a credit to our community and to his profession. Hugh T.