MCB Estate Planning
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What is Estate Planning?

I provide flat fee estate planning services for clients with basic and complex needs.  The basic trust-based estate plan will include a revocable trust, certification of trust, wills, financial powers of attorney, advance health care directives, deeds, and other documents.  I work with the client’s other advisors (financial planners, accountants, etc.) to take a team approach to the client’s needs.

The ultimate goal for most clients is to have control over your assets, taxes, beneficiaries, and even yourself.  You can put yourself in the driver’s seat to select the individuals or companies that will make financial and health care decisions for you when you cannot make them for yourself.

Who do I work with?

Although I represent a wide range of clients from those of moderate means to wealthy individuals and families, the clients whom I best serve – the ideal clients – share several of the following characteristics.

      • Own a home or other important assets that they want to plan for
      • Want to have a trusting relationship with an experienced and caring estate planner who will simplify the process and create an estate plan that is binding and clearly communicates their wishes.
      • Desire peace of mind and security for themselves and their families
      • Are motivated by a particular concern or goal such as:
            • The welfare of their young children
            • Succession planning for their small or closely-held business
            • Special needs planning for their child or other loved one
            • Charitable Planning

Why Choose Us?

  • Accessibility

    When you ask for me, you get me.  Unlike most financial service professionals, I even give out my cell phone number.

  • Experience

    I’ve been doing nothing but this type of work for 15 years and I am in my early 40’s.  I have the credentials and experience needed to a great job, but young enough that I will be around when your heirs need me.

  • Passion

    Most estate planners fell into this practice area – I chose it.  I knew even before college that I found an area where I could work with real people to get real results and have a significant positive impact on their lives.  Even though I am not a licensed attorney, I can assist you with many of your needs.

Contact Us

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  • MCB Estate Planning
    MAIN OFFICE
    3017 Douglas Blvd., Suite 300
    Roseville, CA 95661

  • 916.774.7562

  • 916.798.6102

  • michael@mcbEstatePlanning.com

Additional Office Locations

Disclaimer

This web site is designed for general information only. The information presented at this site should not be construed as providing legal advice.

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MCB Estate Planning

Main Office Location
3017 Douglas Blvd, Suite 300,
Roseville, CA 95661

Phone: 916.774.7562
Mobile: 916.798.6102

Email: michael@mcbestateplanning.com

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  • Probate Administration
  • Additional Services
  • About Us
  • Contact
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