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Serving Rocklin, Roseville, and Lincoln, California (and the surrounding cities)

Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.

Follow the links below to learn more about our Estate Planing services provided at Placer Law Group, APC:

Fundamental Estate Planning

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
Learn more about the Estate Planning process.

Probate & Estate Administration

Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, and provide peace of mind during a difficult time.
Learn more about Probate and Estate & Trust Administration.

Charitable Planning

We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.
Learn more about Charitable Giving Strategies.

Special Needs Planning

Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.
Learn more about Rocklin, California Special Needs.

Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
Learn more about Estate Tax Planning.

Business Succession

Family businesses are the backbone of the American economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country.
Find out how we can help you preserve your family business.

Non-Traditional Families

Content Coming Soon.
Learn more about planning for Non-Traditional Families.

Planning For Minor Children

Children are a family's greatest treasure. Think of all the precautions taken to safeguard young children — from the first purchase of an infant car seat to the compulsory swimming lessons and even driver's safety instruction. Yet, most parents leave their children completely unprotected from one of life's most crushing blows — being orphaned upon the loss of their parents.
Learn more about Planning for Minor Children.

Elise Baker is an estate planning attorney located in Rocklin, California. She focuses her practice on Estate Wills & Trusts, Probate Avoidance Strategies, Probate & Trust Administration, Same-Sex/Couples & Non-Traditional Families, Planning for LGBT's, Planning for Minors & Children, and Guardianships. She also helps individuals and families with Revocable Living Trusts, Powers of Attorney, Health Care Directives, Conservatorships, Document Reviews, Charitable Planning and Gifting, Special Needs Planning, Estate Tax Planning, and Small/Family Business Succession. Elise has offices in Rocklin, California, but she also serves clients in Roseville and Lincoln, and many other cities surrounding Rocklin and Sacramento.

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Placer Law Group, APC | (916) 632-1930 | info@PlacerLaw.net
5440 Park Drive, Suite 102, Rocklin, California 95765
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