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Americans
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6256
Greenwich Dr. |
San Diego Estate Planning AttorneyESTATE PLANNING The administration of an estate, including the planning for the distribution of a client's property at death, requires the services of a knowledgeable attorney. We provide services including but not limited to preparation of Wills, Advanced Health Care Directive, Power of Attorney, Nomination of Guardian, Living Trusts and related documents. We devote significant attention to drafting each document to accomplish the intent of our clients and secure appropriate distribution of assets in accordance with their wishes. We will ensure that appropriate provisions are included to meet their estate needs, and provide for ease of administration for the client’s personal representative responsible for concluding the client’s affairs after death. Trusts Trusts are not limited to matters after death, but include inter vivos trusts, created for use during the client's life. Living Trusts enable the client to manage their funds in a way that avoids the expenses of probate. In order to establish a secure and regular income for loved ones left behind, many clients seek advice on Trust establishment and administration. By maintaining your assets in a Trust, you can minimize taxes and leave a larger inheritance. The use of a Trust is also a way to provide a steady income to the Beneficiary over the course of time, rather than distribution in a lump sum. This strategy can reduce the Beneficiary's tax and allow the Trust to grow through investment. Trusts can also be established that allow charitable organizations to benefit. As we get older, many of us are faced with difficult and important decisions regarding our healthcare and our financial well-being. We can help you plan for both the present and the future. San Diego Real Estate Attorney Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult a attorney for individual advice regarding your own situation. Attorney representation in the following practice areas: . |
