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Personalized Estate Planning Assistance

When it comes to your finances, you need legal help backed by more than 25 years of experience. Sara M. Taylor Attorney at Law offers a wide variety of services to fit all of your estate planning and trust needs. From our office in San Francisco, California, we help people throughout the state and Washington with their legal questions. Our attorneys work with you on ensuring proper care for your entire family. You can also reduce your exposure to tax liability with our family business management and succession planning. We provide personalized and dedicated service for the following:

• Wills • Trusts • Powers of Attorney • Advance Health Care Directives

Dedicated Family Wealth Management

We take a personal interest in each client to fully understand the specific needs of the case. When it comes to wealth management, we do it all. Our team can assist you in transfers, gifting, and associated taxes. For more complex situations, we develop comprehensive financial plans with other professionals, including those whose wealth exceeds the applicable exclusion amount. Our services include:

• Irrevocable Trusts
• Charitable & Foundation Planning
• Income Tax Deferral
• Legacy Planning Strategies
• Lifetime Giving
• Retirement Benefits Planning

Compassionate Special Needs Trusts and Pro Bono Work

When you or your children have disabilities, a special needs trust can help ensure excellent care for years to come. We provide ongoing support to trustees and clients throughout the administration of the trust. As part of our commitment to the community, our law firm also offers pro bono services for the elderly and ill clients.

Supporting Small Businesses

Entering into the world of small business is always an exciting venture. Make sure you have exceptional legal help standing behind you every step of the way. Sara M. Taylor Attorney at Law knows and understands all of the processes so you stay compliant. Focus on running your company, and let us take care of the following:

• Starting a New Business
• Buying or Selling a Business
• Corporations, LLCs, and Partnerships
• Employees and Independent Contractors
• Commercial Leases
• Intellectual Property
• Internet Businesses
• Terms & Conditions
• Contracts & Agreements
• Litigation, Lawsuits, Mediation, and Arbitration
• Nonprofits
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