Nancy Rose Law Practice Areas
Living Trusts - Wills - Powers of Attorney for Finances - Advance Healthcare Directives - Guardianship Nominations for Minor Children - Beneficiary Designations - Asset Protection - Beneficiary Protection - Blended Families
Your estate plan should always be customized by someone who understands your unique needs, desires, and challenges, and knows how to protect you and your loved ones. Everyone needs an estate plan, regardless of net worth, because estate planning includes much more than saving estate taxes:
Choosing someone to handle your finances if you are unable to do so while you are alive
Choosing someone to make your medical decisions for you if you are unable to do so
Making your wishes known for end-of-life medical decisions
Naming a guardian for your minor children
Protecting family members with special needs
Avoiding probate through Revocable Living Trusts and other methods
Minimizing estate and inheritance taxes for your heirs
Minimizing income taxes
We patiently and efficiently assist Successor Trustees in administering Revocable Living Trusts after the death of the grantor. Although living trusts avoid probate and the associated fees, there is administrative work that must get done after a death.
With Nancy Rose Law, successor trustees can feel confident that they will receive the help they need with compassion and cost-consciousness.
When a decedent passes away with a will but no trust, or with no estate planning documents, probate is the court-supervised legal process of gathering the decedent's assets, paying the decedent's liabilities, and ultimately distributing what's left to the heirs.
Probate is complex, lengthy, and extremely detail-oriented. With Nancy Rose Law at the helm, clients can make the important decisions without feeling anxious and overwhelmed.
Legal Protection with Personal Connection
"It's simple...when clients feel at ease, I understand their needs better and serve them best. Dealing with the death of loved ones, or tackling your own estate planning can be emotional and anxiety-producing. Consulting an attorney should not add to your stress! My clients will tell you that I'm patient and easy to talk to, and they often tell me how relieved they feel when they leave my office. Call me for your free consultation...it would be an honor to help you navigate through your legal issues."
About Nancy Rose, Esq.
Nancy Rose brings premier training and authentic personal connection to her law practice. She graduated from Boalt Hall School of Law, University of California, Berkeley in 1980, where she was the Executive Editor of the Ecology Law Quarterly (one of the pioneer journals in environmental law). Her undergraduate degree from the University of Illinois at Champaign-Urbana is in Finance, with highest distinction, and she is also a California Certified Public Accountant (inactive), offering a holistic, comprehensive understanding of law, finance, taxes and accounting to her clients.
From the first phone call to her office, Nancy's down-to-earth style and warm manner are evident. She is friendly, accessible, and responsive, and clients feel seen, understood, and appreciated.
Perhaps Nancy's most unique offering to her clients is her expertise in family dynamics. She is an award-winning author, an acclaimed speaker and parent educator/coach. Her book, Raise the Child You've Got—Not the One You Want, helps parents understand and accept their children for who they are, creating unshakeable bonds and facilitating healing even in the most difficult situations. For more about Nancy's parent/child work, go to www.nancyjrose.com.
Stellar Five-Star Client Service*
*These testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.