
Let me tell you WHY having an Estate plan is so important! For many years I worked for a local Auction House. We were the "Liquidation Agents" for the County....which is a fancy way of saying that...
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Falk, Barrot & Associates, LLP is an estate planning law firm based in San Carlos, CA, dedicated to providing quality resources and services to families in the local community and surrounding areas. With a team of experienced attorneys and staff, they specialize in various aspects of estate planning, including asset protection, business planning, estate and gift tax figures, family-owned business planning, incapacity planning, IRA retirement planning, legacy planning, LGBTQ estate planning, pet planning, senior resource guide, SECURE Act, special needs planning, trust administration, and probate seminar.
As a trusted partner in estate planning, Falk, Barrot & Associates, LLP understands the importance of peace of mind and strives to equip individuals and families with the necessary information to make informed decisions about their family's future. With a focus on estate planning services, trust administration, and special needs planning, they offer comprehensive solutions to manage wealth, navigate legal processes after the loss of a loved one, and ensure a secure future for family members with disabilities.
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Let me tell you WHY having an Estate plan is so important! For many years I worked for a local Auction House. We were the "Liquidation Agents" for the County....which is a fancy way of saying that...
Very helpful in preparing my mother's trust documents. Assisted her in making good decisions by providing full information.
Kimberly Barrot provided excellent guidance and legal service in settling a trust after I became the successor trustee. Kimberly and her associates were prompt in responding to my inquiries, clear...
Our family did a free one hour consultation with Serra Falk Goldman on estate planning and turned out to be 90 minutes, but put our minds at ease. This is never an easy topic, but looks like we...
They did a fine job years ago when I initially put together my estate plan, but I have been trying to have them help me update it recently and they are disappearing on me.
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