Menu
Proactive, well-prepared estate plans containing wills, trusts, powers of attorney, advance medical directives and tax planning can save substantial amounts of money after a loved one’s passing.
Planning your estate is really about planning for your family and friends. Jane K. Penhaligen assists people with the creation of solid estate plans that bring them comfort while securing their family’s future.
Jane K. Penhaligen works with clients toward the goal of a smooth transfer of business and financial assets. She offers the thoughtful counsel with both tax and legal perspectives needed to make the best personal and economic decisions.
“Jane explained to me the process of setting up a trust in terms I could understand, and clearly laid out the possible challenges in my particular situation and options for saving time and money. The result: I understood what was done and it was a reasonable cost. Most importantly, there will be no ambiguity when I’m gone and my affairs will be in order and simple to process.” — Aaron S., Concord
At the Law Office Of Jane K. Penhaligen, you benefit from an array of estate planning services that include:
At the Law Office Of Jane K. Penhaligen, in Pleasant Hill, you get to work with the firm’s principle, our founding attorney. She advises skillfully on the use of tax deductions, capital gains, gift and charitable giving issues, and how families can avoid so-called “death taxes.” Additionally, Ms. Penhaligen is knowledgeable about how to pass on property tax valuations on the transfers residences and additional real property from parent to children and, in some instances, grandchildren.
Her master’s degree in tax law makes Ms. Penhaligen uniquely qualified and highly knowledgeable about taxation on the transfers of assets, capital gains, gift and charitable giving issues, so that each of her clients can protect their legacy the way they actually intended it to be.
Do you want to know how to best transfer your estate to your family and friends? Do you have questions about living trusts, tax consequences when planning your estate, or even estate planning that includes your pets? Contact our experienced lawyer in Pleasant Hill to arrange a free half-hour initial consultation: 925-746-7113. We know you’re busy, so we make a point of providing very friendly and prompt service.
“Estate planning was a new thing to both my husband and me. Jane never talked down to us, nor reprimanded us. We never felt patronized, like other Attorneys who make you feel they are the God and you are so unknowing and have stupid questions. Over the years I’ve dealt with lots of attorneys and Jane just makes me feel so relaxed. She’s reasonably priced, not charging exorbitant fees like a large law firm. You get the main attorney at reasonable fees with a highly experienced person.”
– Janet M.
Business Owner, CFI Financial Services
Attorney Jane K. Penhaligen will work hard to preserve your funds and prepare for your future. Schedule an initial consultation by calling (925) 746-7113 or fill out the form below.
"*" indicates required fields
© 2024 Law Office Of Jane K. Penhaligen • All Rights Reserved