California Personal Estate Planning

Regardless of your age, if you have property and other assets, you need an estate plan.  These plans determine how your assets will be managed in the event that you are incapacitated and unable to make decisions.  They guarantee that your spouse and children are cared for and that your property is distributed as you wish.

With over seven decades of experience, Boyle, Olson & Robinson offers a wide array of estate planning services:

• Creating both living and testamentary trusts to accomplish before and after life transfers
• Preparing wills, powers of attorney, and health care directives
• Planning for college funding
• Creating insurance plans
• Preparing family business succession plans
• Arranging for charitable giving

Tax considerations

After spending a lifetime accumulating wealth for retirement and to protect your loved ones, you want to retain as much of that wealth as possible.  Without careful planning, your estate can be significantly reduced by taxes paid during your retirement or by your heirs.

The attorneys at Boyle, Olson & Robinson prepare all aspects of your financial plan with an eye on tax considerations.  We employ all applicable tax saving devices to protect your retirement and accomplish gift and wealth transfers from one generation to the next.

Serving you and future generations

Your estate plan needs to keep up with changes in your life.  You need a law firm that handles all aspects of the plan throughout your lifetime and extends its services to future generations.  

The attorneys at Boyle, Olson & Robinson take pride in the long term relationship the firm has established with its clients.  We represent clients whose parents, grandparents, and great-grandparents previously employed the firm.  Numerous clients have illustrated their confidence in our services by naming Mr. Boyle and Mr. Olson as acting trustees of their charitable and generation skipping trusts.

Contact us

When you need an attorney, contact Boyle, Olson & Robinson at 626-796-7181 or contact us online.

Located in Pasadena, California the practice regularly assists clients in all counties in Southern California, including these: