Osterloh & Orta, LLP specializes in estate planning, probate, trust administration, and business planning. Our practice focuses exclusively on helping families plan for life, deal with death, minimize estate and gift taxes, preserve their family businesses, and protect their loved ones. To that end, we provide estate planning services, including Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives, Irrevocable Trusts, Family Limited Partnerships, and options for charitable giving, and advise trustees, executors and beneficiaries in the administration of decedents' estates.
It is our goal to make our clients feel comfortable discussing significant and sensitive issues concerning their lives and their families, and to arm our clients with all the information they need to make informed decisions about the future. We work with people who strive to live their lives with purpose and significance, and who realize that the true measure of wealth includes commitment to community, relationships with family, and building a lasting legacy. What sets us apart from other estate planners is the personal relationship we develop with our clients and the guidance and support we provide in helping clients make the difficult decisions that are often necessary during the process. It is this lifetime relationship combined with our thoroughness and high degree of technical skill that our clients, and their families, value most. We are committed to serving our clients, responding to them quickly, and producing high quality work in an efficient and cost-effective manner.
Because we know how demanding life can be, and strive to make the estate planning process as easy and seamless as possible for our clients, we are happy to meet with our clients in their homes or places of business. The sooner you create a comprehensive and customized estate plan, the better protected your loved ones will be and the more secure you will feel.
For a free consultation to discuss your goals for protecting your family, call us at 510-594-8483 or e-mail Gigi@oolawlaw.com or Melinda@oolawlaw.com.
