Favaro, Lavezzo, Gill, Caretti & Heppell. A professional corporation.
Home
  • Firm Overview
  • Attorney Profiles
  • Practice Area Overview
  • Contact Us
  • Resource Links
  • Career Opportunities for Attorneys
Call us for a consultation. 707-552-3630
 

Practice Area Overview

Estate Planning and Administration

Favaro, Lavezzo, Gill, Caretti & Heppell, P.C.

Insightful Representation • Individual Legal Solutions

The goal of an estate plan is to give you control over how all the property you’ve worked for throughout your lifetime is finally distributed. A good estate plan minimizes government intrusion, protects your privacy, and preserves the maximum wealth for your loved ones.

If you leave behind some retirement benefits, your heirs could face estq53 and income taxes.

401(k) plans and IRAs have tax penalties if withdrawn too early. What happens if you die before retirement and your heirs withdraw the money before you would have?

The fact is, if you took a deduction on contributions to the IRA, you would have paid income tax upon early withdrawal. That income tax liability doesn’t just disappear, but must be paid by your heir. Plus, your heir may owe state income tax and federal estate taxes on the value of the IRA. He or she could also pay an early withdrawal penalty. In some cases, people may be taxed at more than 100%.

Favaro, Lavezzo, Gill, Caretti & Heppell can integrate your retirement benefits into your will or trust in a way that minimizes these extreme tax consequences to your heirs.

At Favaro, Lavezzo, Gill, Caretti & Heppell, we’ve offered estate planning and administration services for clients throughout the North Bay, Napa Valley, and Solano County since 1973. As a multi-disciplinary law firm with experience in trust accounting, tax, and real estate, we have the background to develop a range of options to meet your goals.

Contact a Fairfield or Vallejo estate planning lawyer at Favaro, Lavezzo, Gill, Caretti & Heppell for a consultation.

Our clientele ranges from people needing very simple estate plans to those who would truly benefit from a complex trust. In every case, we consider your individual circumstances and your personal goals—then help you meet them.

A Fairfield or Vallejo estate planning lawyer from Favaro, Lavezzo, Gill, Caretti & Heppell will explain the benefits of various estate planning instruments, and we will make certain you understand their limitations.

We will also review and update your estate plan when circumstances change. Contact us for a consultation.

Handicapped Accessible • Se Habla Español • Visa and MasterCard Accepted


With offices in Fairfield and Vallejo, the estate planning attorneys & probate lawyers of Favaro, Lavezzo, Gill, Caretti & Heppell, P.C., represent California clients throughout the North Bay and Napa Valley in communities such as Sonoma, Napa, Yountville, American Canyon, Benicia, Crockett, Hercules, Rodeo, Martinez, Concord, Richmond, Winters, Vacaville, Dixon, Rio Vista, and Suisun City.

Contra Costa County • Solano County • Napa County

West Contra Costa County • Solano County • Napa County

Best Law Firm*

The Best of Solano County

*Favaro, Lavezzo, Gill, Caretti & Heppell, P.C. was voted the #1 law firm in Solano County in the Vallejo Times Herald's annual newspaper public opinion poll for two consecutive years (2006 and 2007).

Info Center

Business and Commercial Law

E-Newsletter

Business Organization & Transactions

Contact Us

Vallejo Office:
300 Tuolumne Street
Vallejo, CA 94590
(707) 552-3630
(707) 552-8913 Fax

Fairfield Office:
724 Texas Street
Fairfield, CA 94533
(707) 425-3977
(707) 552-8913 Fax

In Napa, call (707) 224-4737