So many people think trusts are only for the wealth or super-wealthy. That’s not the case. There are a number of reasons why trusts can also be useful for middle-class families. Here are 7 of them: 1. Control distribution of assets. You wouldn’t hand over your car keys to a child who has had no proper preparation […]
Ensure that you, Your Family, and your business are Protected with
Attorney and Counselor at Law
Welcome! I am Jill Gregory. I will guide you to design, create and implement a plan for your future
- a plan that gives you the clarity, security and peace of mind of knowing that you, your business, your legacy, and your loved ones
will be protected and taken care of in the absolute best way possible.
Revocable Living Trusts
Revocable Living Trusts are an essential element in most estate plans. These trusts can be instrumental in ensuring your assets avoid the cost and delay of probate (which can be very costly if you own real estate in California even with little equity), minimize or eliminate estate taxes, and ensure your spouse, your children and your loved ones will receive your wealth and be taken care of in the best way possible.
Protect Your Children
Planning for and protecting your young children with a Kids Protection Plan is a priority in any plan we put in place. If you have young children, it is essential that your planning goes beyond the typical guardianship nominations (which is where most attorneys stop). We have unique planning options to ensure that whether you pass away, become incapacitated, or even in a short-term emergency, your children will be taken care of by people you know, love and trust.
All estate plans should include a Will. If you have a revocable trust, your estate plan will likely include a "pour over will." If you do not have a trust, your Will will be the foundation of your estate plan.
Health Care Directives
California Advanced Health Care Directives, Living Wills and HIPAA Waivers are all essential planning documents to ensure that your wishes are followed and your health care decisions are made by those you trust.
Special Needs Trust
A Special Needs Trust may be put in place to ensure that a special needs beneficiary will not lose essential government aid in the event they inherit assets.
Irrevocable Life Insurance Trust
This may be used to pass on your life insurance benefits especially if there are concerns regarding estate taxes.
Pass on more than your financial wealth
We help you pass on far more than just your money - your Intellectual, Spiritual and Human assets. This is what true legacy is all about.
Unique Annual Plans
We’ve created unique recurring plans to keep your family plan up to date year in and year out.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
Asset Protection Planing
We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. Customized combinations are layered depending on the needs of the client and as appropriate.
Our Recent Life & Legacy Articles
The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, Failing to plan is as good as planning to fail. One of the first pitfalls in retirement planning is giving up before […]
A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014. She began reflecting on what the future lives of her friends and family would be like, after she passed away, and gained national popularity as […]
Many small-business owners have heard that they should operate their business as an LLC (limited liability company). But is that true for you? Three major factors you should consider in choosing a type of business entity are liability protection, taxation, and convenience. For many businesses, an LLC is the best choice. The LLC—A Flexible Option […]
Our Happy Clients
Following the birth of our first daughter we asked Ms. Gregory to help us with our wills and trusts. She was helpful, knowledgeable and provided such insightful guidance, we subsequently utilized her services to incorporate our businesses.
She is personable, well-informed, experienced, and offers clients the ability to handle a variety of different legal services. Jill makes confusing legal matters manageable and easy to handle and we will continue to look to her to assist us with our needs in the future.
- Katja Dahl
I was so overwhelmed just thinking about doing our trust. Jill is so confident, kind and easy to talk to that the experience was easy and painless.
We are so happy that we hired her to take care of our family!
In setting up a living trust, I wanted to make sure that if anything happened to me or my husband, our kids would be covered. Dealing with family matters can be difficult, uncomfortable and emotional.
Jill is kind and very professional, making the whole process smooth. We never felt rushed in making our decisions.
When we need to make changes, I know Jill will be there.
Want to learn more?
Sign up here for family wealth planning tips delivered directly to your inbox.
We will never sell or share your information.