Estate Planning for Families
27240 Turnberry Lane, Suite 200
Valencia, CA 91355
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About Lisa Golshani
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Estate Planning Strategies
Medi-Cal Planning
Special Needs Planning
Contact Lisa Golshani
Selecting the Best Estate Planning Strategies
Estate Planning Basics
Fundamental questions
Will or living trust?
Other facts about estate settlement
Determining potential estate taxes
Estate Tax Saving Strategies
The marital deduction
Life insurance
Annual gifting
Charitable contributions
Strategies for family-owned businesses
Special strategies for special situations
Community property issues
Implementing and Updating Your Plan
Where do you go from here?
Estate planning worksheet
Lisa Golshani, Attorney at Law
27240 Turnberry Lane, Suite 200
Valencia, CA 91355
661-362-0770 Office
5023 N. Parkway Calabasas
Calabasas, CA 91302
818-334-2805 Office
lisa@golshanilaw.com
