Hales & George, Inc. is a distinguished family-owned law firm specializing in estate planning, trust administration, and business succession, proudly serving clients since 1972. With over five decades of experience, the firm stands out for its board-certified specialists and unwavering commitment to client satisfaction, offering personalized legal guidance to individuals, families, and business owners.
The firm takes a client-centered approach, focusing on simplifying complex legal processes and providing strategic solutions to protect assets, minimize taxes, and ensure smooth transitions. Their experienced team is particularly adept at guiding trustees and executors through challenging times, leveraging deep expertise in federal estate and gift tax strategies to preserve wealth for future generations.
Services Offered
- Estate Planning
- Trust Administration
- Business Planning
- Probate
- Estate & Gift Tax Planning
- Revocable Living Trusts
- Pour-Over Wills
- Durable Power of Attorney
- Advance Health Care Directives
- Agreement as to the Status of Property
- Nomination of Guardian (for minor children)
- Asset Transfer into Trust
- Beneficiary Designations
- Tax Basis Adjustments
- Property Tax Reassessment Reduction
Based in Saratoga, California, the firm serves clients throughout the region, with attorneys who are certified specialists in estate planning and bring over 30 years of focused experience to each case.
