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We Care About Your Future, So You Can Focus On Yours

At Bartsch Law, our primary goal is to serve our clients with a caring and supportive approach, providing them with peace of mind. We understand that estate planning and asset preservation are crucial for ensuring the well-being of our clients' loved ones and protecting their hard-earned assets from unnecessary loss or expense due to probate, taxes, or lack of planning.

Estate Planning

Estate planning is an essential aspect of our practice, designed to ensure that our clients' wishes regarding their family, loved ones, and property are carried out in the event they are no longer able to make decisions for themselves. We understand that every individual's circumstances are unique, and our expert attorneys will work closely with you to create a personalized estate plan that suits your needs. Our estate planning services include:

  • Wills
  • Trusts
  • Living Wills
  • Powers of Attorney
  • Advance Health Care Directives
  • Family Limited Partnerships
  • LLCs
  • Irrevocable Trusts

We believe that estate planning is not just about protecting our clients' assets during their lifetime, but also about ensuring that their loved ones will be well-cared for upon their passing. Our experienced attorneys will guide you through the process of creating a comprehensive estate plan that meets your needs and provides peace of mind for your loved ones.

Trust Administration

At Bartsch Law, we understand the importance of trust administration in ensuring that the terms of a trust are carried out as intended. Our experienced attorneys have extensive knowledge in trust administration, having successfully navigated numerous trust estates, including preparation of estate and gift tax returns, and working closely with individuals employing family limited partnerships and other sophisticated planning tools.

Probate

Probate is a complex and often lengthy legal process, but it's essential for distributing the estate of a decedent who had only a Will or no planning, and has probateable assets. Our experienced attorneys will guide you through the probate process, ensuring that your estate is distributed according to your wishes.

Tax Planning and Preparation

We understand that taxes can be a significant burden for many individuals. At Bartsch Law, we offer tax planning and preparation services to our estate planning clients, ensuring that your assets are protected and your tax obligations are minimized.

Medi-Cal Planning

Medi-Cal is California's version of the federal Medicaid program, designed to help qualified individuals pay for medical and nursing home care. Our experienced attorneys will help you navigate the Medi-Cal planning process, ensuring that your assets are protected and your loved ones are well-cared for.

Our Founder

Rosmary S. Bartsch, the founder of Bartsch Law, has a unique background in financial services and estate planning. With over 20 years of experience, Rosmary has worked tirelessly to protect her clients' interests and ensure their peace of mind. Her extensive experience in trust administration and tax planning has allowed her to develop a keen eye for avoiding common pitfalls and ensuring that her clients' plans are comprehensive and effective.

Conclusion

At Bartsch Law, we understand that estate planning and asset preservation are crucial for ensuring the well-being of our clients' loved ones and protecting their hard-earned assets from unnecessary loss or expense. Our experienced attorneys will guide you through the process of creating a comprehensive estate plan, ensuring that your wishes are carried out and your loved ones are well-cared for.

Reviews
Positive: The reviewers praised the exceptional service, expertise, friendly and professional treatment, efficiency, and personalized attention received from Bartsch Law Tax & Estate Planning.

Exceptional Service and Expertise

The reviews praise the exceptional service and expertise of Bartsch Law Tax & Estate Planning, particularly Rosmary Bartsch and her team. The reviewers were impressed with the team's professionalism, knowledge, and ability to make the estate planning process smooth and easy.

Friendly and Professional Treatment

The reviewers appreciated the friendly and professional treatment they received from the team. They were made to feel comfortable and at ease throughout the process, which helped to alleviate any anxiety or concerns they may have had.

Efficient and Effective

The reviewers praised the team's efficiency and effectiveness in handling their estate planning needs. They were impressed with the team's ability to explain complex concepts in a clear and concise manner, making it easy for them to understand and make informed decisions.

Personalized Attention

The reviewers appreciated the personalized attention they received from the team, particularly Rosmary Bartsch. They felt that she cared about their needs and went the extra mile to ensure they received the best possible service.

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