A well-crafted Estate Plan protects your assets, safeguards your loved ones, and minimizes stress.
An Estate Plan is a strategic arrangement of legal documents that ensure your wishes are honored, your assets are protected, and your loved ones are cared for, even when you can no longer make decisions yourself.
A well-crafted Estate Plan helps you avoid costly Probate, can reduce taxes, and ensures your wealth is distributed precisely as intended.
You’ve worked hard to build your legacy.
Protect it.
An Estate Plan ensures your family is cared for and your wishes are honored, avoiding confusion or disputes during challenging times.
It provides clear instructions that ease the burden on your loved ones and helps them confidently navigate difficult decisions.
Take charge of your future! Make key decisions about your healthcare, finances, and legacy ahead of time.
With an Estate Plan, you maintain control over key aspects of your life despite unexpected circumstances.
Every individual and family is unique, and your Estate Plan should reflect that.
You can tailor your plan to your specific circumstances, priorities, and goals, ensuring your legacy is preserved exactly as you intend.
A Revocable Trust, also known as a Living Trust, is a legal arrangement in which an individual (the grantor or settlor) transfers assets into a Trust during their lifetime.
An Irrevocable Trust is a legal arrangement in which the grantor, or person creating the Trust, relinquishes control and ownership of the assets placed in the Trust.
California requires a process called Trust Administration to transfer control of assets so they can be legally distributed after death.
When a Trustor names a Successor Trustee, this individual will assume responsibilities when the trustor is incapacitated or dies.
A Special Needs Trust is a legal instrument designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for government assistance programs.
A Heggstad Petition is a legal action filed in California Probate court to validate the intent of a decedent who failed to transfer an asset into their Trust.
Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.
Whether you’ve recently purchased or refinanced your home or inherited real property, we can ensure your property is properly held inside your Trust.
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