Law Offices of Mary L. Symons - San Rafael, CA

The Law Offices of Mary L. Symons provides trusted estate planning services to clients in San Rafael, California. In fact, for more than 30 years, our lead attorney has worked hard to protect the legacies and generational wealth of California families.

The Golden State is one of the best places to live in America. It can also be one of the most expensive, particularly when it comes to housing and taxes. These are just some of the concerns the law office takes into consideration when crafting the right plan to preserve your legacy.

The team at the Law Offices of Mary L. Symons relies on several tools to help clients achieve their estate planning and wealth protection goals. Consider the following:

• Revocable trust
• Wills
• Powers of attorney
• Life insurance and retirement plans
• Beneficiary designations
• HIPAA releases

The law office also works closely with clients to plan for end-of-life matters and potential incapacity. This provides peace of mind that the covered individuals' preferences will be respected, and their assets will be protected.

Finally, the law office regularly reviews existing estate plans to ensure longevity. As laws change, the team determines how plans are affected and makes honest recommendations to counter these threats. It also makes adjustments based on changing priorities of the parties involved.

Mary earned her bachelor's degree in business with an emphasis on accounting and finance and then followed up with a Master of Laws that focused on taxation. No matter what concerns clients have and how complex their assets are, she can help them create a resilient plan.