Barbara P. Wright | Liza Hanks
At Finch Montgomery Wright, we offer high-quality, customized estate planning for families of all ages. Collectively, we have close to 40 years of estate planning experience. We've worked with families from the birth of a child to the death of a parent. Life is truly a journey and we can help you along the whole way.
We specialize in estate planning, estate administration, and probate services. Both of us are experts in our field, but it is our commitment to you that differentiates our firm. You can count on personalized, focused attention. Your estate plan will reflect your unique values and concerns. Your questions will be answered promptly and with respect. When you're done, you'll understand how the documents work and what you need to do to keep them current during your lifetime.
We are both mothers of children and both of us took care of our aging parents (and Barbara is a grandmother). We know how hard it is to think ahead when just getting through the day is hard enough. If you've gotten this far, though, you know that estate planning is important. You owe it to yourself and to your children to make the important legal and financial decisions that will guarantee them a secure future if you can't be there to share it with them.
Stop worrying about what you haven’t done and get started. We look forward to meeting you soon.
Palo Alto Estate Planning Blog
- Lessons From Literature: War and Peace and Outdated Wills
- Lessons From Literature: War and Peace and Outdated Wills I can't help myself, I see estate planning angles everywhere. Welcome to a new, recurrent, feature of this blog: Lessons from Literature. Whenever I ....
- Mother's Day Thought: Create Durable Powers of Attorney for Your College Kids
- Mother's Day Thought: Create Durable Powers of Attorney for Your College Kids It's mother's day and I'm thinking about the fact that my daughter goes to college soon. She also turns eighteen years old in November, and, in ....
- The Kiddie Tax Explained
- The Kiddie Tax Explained It's that time of year! We are all thinking about taxes, but here's a tax you may not have given much thought to: the Kiddie Tax. This is a tax that ....
Everyday Estate Planning Blog
- Are Wills Drafted In Other States Valid?
- Are Wills Drafted In Other States Valid? Dear Liza: I would like to know if my wife and I had a will drawn up in Colorado and now reside in Arzonia do we need to have it redone? If your ....
- Change of Ownership Means Reassessment
- Change of Ownership Means Reassessment Dear Liza: I live in California. I have no children or family. If I leave my house to a friend will the property taxes go up under Prop ....
- Annual Gifts and Lifetime Gifts
- Annual Gifts and Lifetime Gifts Dear Liza, I would like to give my son $200k to upgrade homes. Can me and my wife each give $13,000 to my son, daughter in law, and two ....
