Strategic Wealth

Welcome...

Strategic Wealth Legal Advisors is a full-service wealth planning law firm. The firm offers a full-range of estate planning, tax planning, business planning, asset protection, trust administration, and probate services. Our clients range from families putting together a basic plan for guardianship and protection of young children, to business owners planning for capital gains upon the sale of a business, to large estate owners seeking to reduce estate taxes on large family wealth transfers.

Our expertise includes comprehensive planning for catastrophic risks: disability issues, guardianship issues, catastrophic lawsuits, keeping the estate in the bloodline, remarriage issues, divorce of adult children, excessive inheritances, excessive estate taxes, excessive attorneys fees.

It is our privilege to provide quality legal services throughout the northern California area and beyond. Our attorneys are available for one-on-one estate evaluations through an initial no-fee consultation.


Practice areas: Estate Planning, Tax Planning, Business Planning, Asset Protection, Trust Administration, Probate

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  • Estate Planning
    Three-Step Strategy
    Wills
    Revocable Living Trusts
    Durable Powers of Attorney
  • Tax Planning
    Irrevocable Life Insurance Trusts
    Charitable Trusts
    Private Annuity Trusts
    Family Limited Partnerships
  • Business Planning
    Incorporation
    Limited Liability Companies
    Buy-Sell Agreements
  • Asset Protection
    Business Entity Planning
    Domestic Asset Protection Trusts
  • Trust Administration
    Administration Process
    Trustees Duties
  • Probate

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Estate Planning | Tax Planning | Business Planning | Asset Protection
Trust Administration | Probate
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