ESTATE PLANNING

It is not something we like to think about, but it is best to put estate planning in place before it is needed.  In that way, you won’t pay more in estate taxes than is necessary.  You won’t leave your children at the mercy of the court in deciding how they are provided for, and who cares for them.  Keep peace in your family.  Plan in advance how your property is distributed at your passing, and when.

If you live in California and own real property, you will need a living trust, and in order to address who manages your property in the event that you are incapacitated, you will also need the following documents:

• Pour over will.
• Advanced health care directive.
• Financial power of attorney.
• Medical records release authorization.

We offer the following:

• A living trust package, personalized and customized for your particular needs and situation.
• Consultations with an attorney who will explain all of your options to you and who will provide to you personal one-on-one attention.
• More than 20 years of experience and expertise in estate planning matters.
• We use the most advanced computer software to prepare your estate planning documents.  With these programs, we can prepare a customized living trust package rapidly, and we pass the savings on to you.
• The security that your living trust has been prepared by knowledgeable lawyers and not by an internet company which only asks three or four questions before preparing your documents.  A generic living trust package rarely addresses all of the key situations facing an individual or family.
• Our prices are from $995, complete, for an individual, or from $1,300 for a family, only $200 or $300 more than internet based companies charge for an inferior product. In addition, internet based companies have no responsibility to you if they commit errors because they are simply preparing documents at your specific direction.

 

Don’t gamble with your family’s future and especially with the future of your children.  Only with a personalized living trust package will you be able to sleep peacefully because a properly prepared living trust package:

• Allows you to decide how your property is distributed at your passing.
• Identifies the persons who will care for your minor children.
• Authorizes an individual to speak on your behalf with your medical professionals if you are unable to, and identify your wishes if you are in a vegetative or comatose state.
• Eliminates or avoids to the fullest extent possible estate and inheritance taxes.