Estate and Business Planning

The Goyette & Associates, Inc., Estate and Business Planning Division is designed to be proactive and prevent conflicts and problems for our clients, as well as their families and businesses. We help our clients express their needs and goals so that they can determine the best way to secure their assets and protect their families. Our best selling product is your peace of mind.

Estate planning for individuals and families does not need to be complicated or expensive, but it does need to be done properly. We ask our clients to fill out a straightforward, plain English worksheet to get the process started. From there, we take over. We will answer your questions and explain the law, your options, and the consequences of each. We will ask additional questions, if necessary, and draft documents at your request. In the end, for all of our clients, the relief they feel when their completed estate plan is in their hands is only matched by the realization that the process was not anywhere as cumbersome, complicated or time-consuming as they had feared. We are here to help you complete the estate plan you and your family deserve.

Click here for New Estate Planning Worksheet, or here if your would like your current Estate Plan reviewed.

Click here for videos explaining our estate planning services, including 14 of the most commonly asked questions about estate planning.

Business planning in California can be daunting. However, our team of experts can come up with a plan to help protect the asset you have spent the most time building – your business. From choosing the right business entity to managing the minefield of California employment rules to crafting a plan to pass your business on to your family, we help our clients with an open mind, an expert grasp of the law and clear, crisp advice (no “on the one hand…but on the other hand…” stuff from us). We want to help your business succeed, thrive and, with the proper planning, survive whatever the future may bring.

For more information contact Rafael Ruano directly at 916-851-1900 or 1-888-993-1600.