Rex Crandell has been in the tax and estates & trusts profession since 1976. He has many years of experience preparing thousands of tax returns, doing estate planning, estate administration and probate. 

Our Firm Specializes In:

• Estate Planning

• Income Tax Services

• Real Estate Deeds

• Probate Services

Contact Information

(925) 934-6320

Walnut Creek, CA 94598

rexcrandell@astound.net

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Estate Planning Alamo CA

Estate Planning Alamo CA

Rex Crandell Firm specializes in Estate Planning in Alamo, CA and understands that every estate planning situation is different. 

In order to help you best, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.

Thoughts of estate planning often bring more questions than answers:
  • Could an heir be too young to inherit?
  • Should the inheritance be given at a certain age?
  • Is the intended beneficiary in a shaky marriage with divorce as a possibility?
  • Are there children from a previous marriage?
  • Should inheritance be protected from potential creditors of the heir?
  • Are there taxes that can be avoided?
  • Are you able to avoid the probate court rules, delays, and costs?

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.

How can Rex Crandell Firm help you…
  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.
Estate Planning Alamo CA
What services does our firm specialize in?
  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
Rex Crandell Firm offers comprehensive Estate Planning to clients all over the Bay Area!

Estate Planning Walnut Creek | Estate Planning Concord | Estate Planning Danville | Estate Planning Alamo

Start Estate Planning Walnut Creek | Your Guide to Estate Planning | Start the Estate Planning Process Today!