multi-generation family

    Estate Planning

    Contrary to common perception, estate planning is much more than transferring property at death. As we frequently see in the tragic cases of public figures like Whitney Houston, James Gandolfini and Prince, a lack of planning altogether, or a lack of planning beyond the basics, can lead to tragic results. Proper estate planning can provide you are cared for as you wish during a disability, can encompass passing non-financial wealth like values and goals to children, grandchildren, and in some cases, generations beyond. Through estate planning you can also incentivize descendants to seek higher education and/or remain active in religion; you can reward them for pursuing occupations you deem important; you can teach the importance of philanthropy and charitable giving; and, in most cases, you can leverage your lifetime of hard work into a lasting legacy in the local community and beyond.

    At Bohm Wildish & Matsen, LLP our estate planning techniques are specifically designed to maximize wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries.
    Our unique, comprehensive approach is what sets our firm apart. Whether you are creating your estate plan for the first time, or are looking to integrate your existing plan in a strategic way with the rest of your wealth planning, Bohm Wildish & Matsen, LLP has the rare ability to see the whole picture and the diligence, integrity and follow-through to help you plan for prosperity.

    If you are looking for a qualified Estate Planning Attorney or lawyer, your search stops here. We are attorneys with years of experience exclusively in Estate Planning. Our Estate Planning department has particular expertise in all facets, including basic planning, generational planning, special needs planning, elder law planning, charitable planning, integrated life insurance planning and more.

    Estate Planning

    Our Services

    • Asset Protection
      • Advising domestic and non-resident clients with assets located outside of the U.S
    • Business Succession Planning
    • Conservatorship
    • Contesting a Will
    • Cy-pres Doctrine
    • Durable Power of Attorney
      • Establishing financial and medical powers of attorney for use in the event of a catastrophic disability,
    • Elder Law
    • Estate
      • Administration
      • Litigation
    • Estate and Gift Taxation
      • Maximizing the use of exemptions and gifting strategies to minimize client exposure to estate, gift and generation-skipping transfer taxes
    • Guardianship
    • Living Will
    • Planning
      • Charitable
      • Elder Law
      • Generational
      • Integrated Life Insurance
      • Special Needs
    • Power of Attorney
    • Probate
    • Trusts
      • Doctrines
      • Estate Administration
      • Special Needs
    • Wills
      • Contests
      • Drafting
    Service Type
    Provider Name
    Bohm Wildish & Matsen LLP,
    695 Town Center Drive, 7th Floor,,Costa Mesa,California-92626,
    Telephone No.714.384.6380
    At BWM, our estate planning techniques are specifically designed to maximize client’s wealth, minimize taxes, plan for future generations, pass on values and protect beneficiaries. Our services include Asset Protection, Contesting of Will, Estate & Gift taxation, Conservator & Guardianship, Elder Law, Cy-press Doctrine.