Estate Planning in San Luis Obispo and Cayucos


K. Gottlieb, Esq. - Wealth Care Lawyer
Estate Planning in SLO & Cayucos

Comprehensive Planning

Services

Basic Estate Plan – Married Couple

Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA Releases (Trust not..

Individual unmarried revocable living trust

Single Revocable Trust, Pourover Will, Durable Power of Attorney, Living Will, Health Care Proxy, HIPAA..

Individual married revocable living trust

Family Plan – Two Revocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers..

San Luis Obispo’s Premier Estate Planning Services

Living Trusts and Wills: Secure Your Legacy

Play Video

Estate Planning in SLO & Cayucos

Klaus Gottlieb has been recognized as a Super Lawyer, a distinction that highlights his excellence in the field of Estate Planning in San Luis Obispo, California. This title is awarded to attorneys who have attained a high degree of peer recognition and professional achievement. The selection process for this honor is rigorous, involving peer nominations, evaluations, and independent research, with only a select few being chosen each year.

I offer a unique, empathetic approach to estate planning. My background as a physician enhances my understanding of family dynamics and emotional challenges, while my problem-solving skills as a lawyer help me navigate complex estate matters. This multi-disciplinary perspective ensures personalized and comprehensive guidance for clients.

When you choose me as your estate planner, you can expect:

Recent Google Reviews

Client Testimonials

Trust and Estate Topics written by Dr. Gottlieb

Articles

The 5 main uses of trusts in estate planning

Trusts are highly flexible instruments for estate planning. Because they are so adaptable, trusts may acquire any number of names that are shorthand for what ...
Read More

IRS Life Tables: Critical Insights for Estate Planning in San Luis Obispo

When it comes to estate planning, one often overlooked tool is the IRS Life Tables. These tables, which estimate life expectancy based on age, but ...
Read More

The Central Coast Estate Planning Council for San Luis Obispo County and Beyond

Earlier this year I was admitted to the Central Coast Estate Planning Council. I already wrote about how much I enjoy the discussions in my ...
Read More

San Luis Obispo Estate Planner Hosts Webinar on Charitable Remainder Trusts for Attorneys

Webinar for Attorneys: Explaining Charitable Remainder Trusts: From Mystery to Mastery Klaus Gottlieb, an estate planning attorney in San Luis Obispo, CA, is announcing a ...
Read More

Losing Your Will or Trust Document: What Is Worse?

While trusts are sometimes called “will substitutes,” wills and trusts are legally distinct and serve different purposes. Understanding these differences is crucial, especially when it ...
Read More

Empty Promises and Uncollectible Charity Pledges – How to Avoid Them

What is a Pledge? The dictionary definition of a pledge is a solemn promise or agreement to do or refrain from doing something. Regardless of ...
Read More

Life Expectancy in San Luis Obispo County – Do You Live in a Blue Zone?

Life expectancy in California is 81.3 years at birth. This is the second highest life expectancy in the US after Hawaii with 82.0 years. Life ...
Read More

Smart Philanthropy: What Your San Luis Obispo Charities Might Not Tell You

Smart Philanthropy: What Your San Luis Obispo Charities Might Not Tell You … because they may not know There are some wonderful charities in San ...
Read More

Your Guide to Finding Reputable Charities in San Luis Obispo County

Finding Reputable San Luis Obispo Charities If you’ve decided to get involved in philanthropy at any level, you’re likely considering various options. While major organizations ...
Read More

New Diagnosis of Alzheimer’s in San Luis Obispo: Don’t Delay Estate Planning

I recently had the opportunity to give a talk at the California Central Coast Estate Planning Council about this topic, here are the highlights. Alzheimer’s ...
Read More

Worthy Endeavors

Supported Organizations

Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.