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Estate Planning

Estate Planning Tailored to Your Needs

An Experienced San Jose Attorney

We all need to plan for the future. Unfortunately, many people neglect to create an estate plan, thinking that estate planning is only for the elderly or for people far wealthier than themselves. As an attorney with decades of experience helping people in the Silicon Valley of California plan their estates, I know that everyone needs an estate plan to protect themselves, their assets, and their families.

I am attorney Sue Campbell and for 25 years helped individuals and families build estate plans. Whether you are young or old, or have a large or modest estate, I will help you develop an estate plan that fits your individual needs. I will assist you in creating a plan that will ensure that after you are gone, your wishes will be carried out and the interests of your loved ones are protected.

What Does an Effective Estate Plan Do?

An effective estate plan addresses the following concerns:

  • It distributes your estate according to your wishes. A judge does not know how you want your estate distributed. Only you do. I will help you establish a legally binding last will and ensure your wishes are carried out.
  • It protects the individual needs of your family. An effective estate plan ensures that your family will be taken care of after you are gone. I will help you establish guardianships and trusts for your family and children, including specialized trusts for children with special needs.
  • It provides the maximum financial law benefit to your heirs. Many financial considerations need addressing with any estate plan. I advise my clients on ways to avoid extravagant estate taxes, including the establishment of pre-death gifts and specialized tax planning for large estates.
  • It protects you in case of a disability. Effective estate planning ensures that your wishes are made clear in the event of a disability. I will assist you with establishing durable powers of attorney for healthcare and making your medical wishes known through physician directives.

I will work with you directly throughout the estate planning process to ensure that your plan addresses all of your needs and concerns.

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