Law Offices of
Margaret Mary O'Rourke
Law Offices of Margaret Mary O'Rourke
707.937.4212
mendocinolegal@mcn.org

Philosophy of Estate Planning

Margaret Mary O'Rourke Estate planning is not just about distributing assets; it is about working with a professional in order to consider future anticipated events and events that may not be anticipated, and planning for those events prior to signing your final documents. Thoughtful estate planning can generate strong, comprehensive measures which adequately and fairly distribute and protect assets for your loved ones as well as reduce or eliminate income taxes and estate taxes.

Trust planning is no longer planning only for the rich - it is for everyone. It is your responsibility to let the people you love, and the community organizations you want to support receive gifts intended for them competently and efficiently.

One of the most critical aspects of estate planning is selecting the right professional to help evaluate your goals while considering the needs of your designated heirs.

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