Law Offices of David M. Grossman ATTORNEY AT LAW

Palm Desert and Upland Estate Planning Lawyer

Upland and Palm Desert Estate Planning Attorney David Grossman believes every person should take the time to create a proper estate plan. It is the only way to ensure you, your family and your business are appropriately cared for as you age and after you are gone. Without an estate plan, you are leaving important decisions in the hands of the state. A customized estate plan, designed by a caring and experienced estate planning lawyer, can protect your family with the lowest tax bill and the least amount of hassle for your heirs. Estate Planning Lawyer David Grossman provides skilled legal advice and counsel to clients throughout California from offices in Upland and in Palm Desert. We can help you weigh options and make decisions concerning provisions for your heirs, estate taxes, property distribution, business succession, final healthcare issues, and other necessary end-of-life matters. As an experienced Estate Planning Attorney, Mr. Grossman carefully listens, discusses your wishes and objectives, and offers honest, critical legal advice. The result is a comprehensive estate plan which reflects your unique values and creates an enduring legacy for family members and the philanthropic causes you support. Whether your estate is large or small, contact our estate planning law firm by calling (909) 949-2812 or (760) 837-9766. We invite you to arrange for a free, in-depth consultation with Upland and Palm Desert Estate Planning Attorney David Grossman to discuss your situation. We offer effective solutions which can save you time and money, in addition to avoiding confusion among your heirs and reducing the potential for costly future litigation.

What is the Estate Planning Process?

Mr. Grossman understands you may be procrastinating and delaying the process of making these decisions about estate planning. As a senior himself, he is highly knowledgeable in this field and will work closely with you to make the process as smooth as possible. Once the process is complete, you will gain peace of mind knowing your affairs will be handled as you have directed. The Law Offices of David M. Grossman will provide you with all of the estate planning tools and information necessary to make financially wise decisions about your future, including avoiding probate and reducing estate taxes. Because your situation is unique, Estate Planning Lawyer David Grossman will work diligently to create a sound estate plan that meets your needs today and is flexible enough to allow for adjustments in the future.

Comprehensive Estate Planning Services

Palm Desert and Upland Estate Planning Attorney David Grossman combines legal knowledge and skill with a compassionate, personal approach while offering many kinds of estate planning tools, including the following. Advance Health Care Directive: If you are ever in the position of not being able to make healthcare decisions for yourself, this document specifies the actions medical personnel will initiate and the kind of healthcare you will want to receive. Asset Protection Planning: Estate Planning Attorney Grossman provides solutions for protecting your assets from future creditor claims, lawsuits, divorce, and judgments. Business Succession Planning: Whether you intend to keep your business in the family, sell your business in the near future, or sell your business after you are gone, careful planning is critical to ensuring you and your business are protected from unexpected liabilities. Durable Power of Attorney: If you are unable to properly manage your personal or financial affairs, this document names the person who will make legal and business decisions on your behalf. Medi-Cal Planning: Mr. Grossman can help you take steps toward protecting your assets while still remaining eligible to receive Medi-Cal benefits. Whether you have an emergency situation, or you have the benefit of Medi-Cal Planning for the future, we can help you qualify. Trusts: Several kinds of trusts are available for your unique needs. A living trust can provide support for dependents or your future healthcare, provide an efficient distribution of inheritance, help your estate avoid probate, and avoid unnecessary administrative expenses and taxes. Wills: When properly drafted, a will can designate your heirs, name the guardian for your young children, and nominate an executor who will manage your estate.

Estate Planning Goals

When you establish an effective estate plan, you are setting forth your objectives in a clear, legally binding manner. In addition to the goal of avoiding probate, your estate plan may address a wide range of objectives, including the following: Protecting Your Family Leaving Assets to Heirs Protecting Other Dependents Reducing Family Conflict Minimizing Expenses Reducing Estate Taxes Easing Your Retirement Years Making Complex Healthcare Decisions Strategies for Charitable Giving Successfully Transferring a Business Mr. Grossman brings an unparalleled understanding and expertise as he helps you make critical decisions about your future. He knows the right questions to ask as you consider the most appropriate decisions for your circumstances.

Contact our Skilled Estate Planning Attorney

If you are unsure of whether you are in need of an estate plan, consider the fact that if you die in California without a valid legal estate plan, the state of California will make one for you. This is called intestate succession, and a judge will determine the distribution of your assets. Palm Desert and Upland Estate Planning Lawyer and Elder Law Attorney David Grossman is prepared to help you carefully consider the most effective and cost- efficient ways to preserve your family’s wealth and security. He will skillfully implement various tools in your estate plan which can reflect your wishes and legal objectives. Call our estate planning law firm at (909) 949-2812 or (760) 837-9766 and arrange an in-depth consultation with Estate Planning Attorney David Grossman. You may also request a meeting by completing our Estate Planning Evaluation Form, and we will respond as quickly as possible.
Contact Us
Offices Conveniently Located in Upland and Palm Desert
818 N. Mountain Avenue, Suite 111 Upland, CA 91786 Phone: (909) 949-2812 Fax: (909) 949-3077 info@dmgrossmanlaw.com
72-960 Fred Waring Drive, Suite 16 Palm Desert, CA 92260 Phone: (760) 837-9766 Fax: (909) 949-3077 info@dmgrossmanlaw.com
Contact Us
“In civilized life, law floats in a sea of ethics. Each is indispensable to civilization. Without law, we should be at the mercy of the least scrupulous; without ethics, law could not exist.” Chief Justice Earl Warren
Effective Solutions for Seniors…Empathy. Understanding. Trust
Free Consultation              (909) 949-2812        or               (760) 837-9766
Free Consultation (909) 949-2812 or (760) 837-9766
The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website. The content contains general information only, and may not reflect recent changes to the law. All cases differ – please contact an attorney in your area to get legal advice as it pertains to your case.
Law Offices of David M. Grossman ATTORNEY AT LAW
Effective Solutions for Seniors… Empathy. Understanding. Trust
Free Consultation (909) 949-2812 or (760) 837-9766
Offices Conveniently Located in Upland and Palm Desert
“In civilized life, law floats in a sea of ethics. Each is indispensable to civilization. Without law, we should be at the mercy of the least scrupulous; without ethics, law could not exist.” Chief Justice Earl Warren
818 N. Mountain Avenue, Suite 111 Upland, CA 91786 Phone: (909) 949 - 2812 Fax: (909) 949 - 3077 info@dmgrossmanlaw.com
72-960 Fred Waring Drive, Suite 16 Palm Desert, CA 92260 Phone: (760) 837-9766 Fax: (909) 949-3077 info@dmgrossmanlaw.com
Disclaimer: The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website. The content contains general information only, and may not reflect recent changes to the law. All cases differ – please contact an attorney in your area to get legal advice as it pertains to your case.
Palm Desert and Upland Estate Planning Lawyer
Contact Us
Upland and Palm Desert Estate Planning Attorney David Grossman believes every person should take the time to create a proper estate plan. It is the only way to ensure you, your family and your business are appropriately cared for as you age and after you are gone. Without an estate plan, you are leaving important decisions in the hands of the state. A customized estate plan, designed by a caring and experienced estate planning lawyer, can protect your family with the lowest tax bill and the least amount of hassle for your heirs. Estate Planning Lawyer David Grossman provides skilled legal advice and counsel to clients throughout California from offices in Upland and in Palm Desert. We can help you weigh options and make decisions concerning provisions for your heirs, estate taxes, property distribution, business succession, final healthcare issues, and other necessary end-of-life matters. As an experienced Estate Planning Attorney, Mr. Grossman carefully listens, discusses your wishes and objectives, and offers honest, critical legal advice. The result is a comprehensive estate plan which reflects your unique values and creates an enduring legacy for family members and the philanthropic causes you support. Whether your estate is large or small, contact our estate planning law firm by calling (909) 949-2812 or (760) 837-9766. We invite you to arrange for a free, in-depth consultation with Upland and Palm Desert Estate Planning Attorney David Grossman to discuss your situation. We offer effective solutions which can save you time and money, in addition to avoiding confusion among your heirs and reducing the potential for costly future litigation.
What is the Estate Planning Process? Mr. Grossman understands you may be procrastinating and delaying the process of making these decisions about estate planning. As a senior himself, he is highly knowledgeable in this field and will work closely with you to make the process as smooth as possible. Once the process is complete, you will gain peace of mind knowing your affairs will be handled as you have directed. The Law Offices of David M. Grossman will provide you with all of the estate planning tools and information necessary to make financially wise decisions about your future, including avoiding probate and reducing estate taxes. Because your situation is unique, Estate Planning Lawyer David Grossman will work diligently to create a sound estate plan that meets your needs today and is flexible enough to allow for adjustments in the future. Comprehensive Estate Planning Services Palm Desert and Upland Estate Planning Attorney David Grossman combines legal knowledge and skill with a compassionate, personal approach while offering many kinds of estate planning tools, including the following. Advance Health Care Directive: If you are ever in the position of not being able to make healthcare decisions for yourself, this document specifies the actions medical personnel will initiate and the kind of healthcare you will want to receive. Asset Protection Planning: Estate Planning Attorney Grossman provides solutions for protecting your assets from future creditor claims, lawsuits, divorce, and judgments. Business Succession Planning: Whether you intend to keep your business in the family, sell your business in the near future, or sell your business after you are gone, careful planning is critical to ensuring you and your business are protected from unexpected liabilities. Durable Power of Attorney: If you are unable to properly manage your personal or financial affairs, this document names the person who will make legal and business decisions on your behalf. Medi-Cal Planning: Mr. Grossman can help you take steps toward protecting your assets while still remaining eligible to receive Medi-Cal benefits. Whether you have an emergency situation, or you have the benefit of Medi-Cal Planning for the future, we can help you qualify. Trusts: Several kinds of trusts are available for your unique needs. A living trust can provide support for dependents or your future healthcare, provide an efficient distribution of inheritance, help your estate avoid probate, and avoid unnecessary administrative expenses and taxes. Wills: When properly drafted, a will can designate your heirs, name the guardian for your young children, and nominate an executor who will manage your estate. Estate Planning Goals When you establish an effective estate plan, you are setting forth your objectives in a clear, legally binding manner. In addition to the goal of avoiding probate, your estate plan may address a wide range of objectives, including the following: Protecting Your Family Leaving Assets to Heirs Protecting Other Dependents Reducing Family Conflict Minimizing Expenses Reducing Estate Taxes Easing Your Retirement Years Making Complex Healthcare Decisions Strategies for Charitable Giving Successfully Transferring a Business Mr. Grossman brings an unparalleled understanding and expertise as he helps you make critical decisions about your future. He knows the right questions to ask as you consider the most appropriate decisions for your circumstances. Contact our Skilled Estate Planning Attorney If you are unsure of whether you are in need of an estate plan, consider the fact that if you die in California without a valid legal estate plan, the state of California will make one for you. This is called intestate succession, and a judge will determine the distribution of your assets. Palm Desert and Upland Estate Planning Lawyer and Elder Law Attorney David Grossman is prepared to help you carefully consider the most effective and cost-efficient ways to preserve your family’s wealth and security. He will skillfully implement various tools in your estate plan which can reflect your wishes and legal objectives. Call our estate planning law firm at (909) 949- 2812 or (760) 837-9766 and arrange an in-depth consultation with Estate Planning Attorney David Grossman. You may also request a meeting by completing our Estate Planning Evaluation Form, and we will respond as quickly as possible.