Who We Are
We created San Gabriel Estate Planning to provide Estate and Trust services at low cost, locally.
Our team is comprised of Jeff Balsz, an Attorney with an LL.M in Taxation, and William McTarsney, a Public Notary with Estate and Trust experience. We are dedicated to using state- issued resources when possible, to decrease the cost to our clients.
Do I need Estate Planning?
If you own anything, and you would like to help those who survive you handle your passing, then: yes, you need an estate plan.
Without an estate plan, your survivors will inherit your problems; an estate plan can help reduce the hassle to those grieving over your loss during a time of stress. If you own less than $5,000,000.00 (five million dollars) in assets, then your estate plan will likely be relatively simple and painless.