Anaheim Estate Planning Attorney

For many families, the loss of a loved one is an extremely emotional time. Everything changes and it can be very difficult to return to normal. When these loved ones do not have an estate plan in place, it only adds to the grief and challenges a family will face.

At my law firm, I help California families plan for the future. I have 25 years of experience creating comprehensive estate plans for people to help them protect their legacies. Together, we can find the approach that helps you ensure your loved ones won’t be forced to make impossible choices.

When you meet with me, I will explain exactly what sort of plan you need, and will help you make the best decisions for your future. I know these can be difficult things to think about, but it is important you take the time to ensure your final wishes will be carried out. I assist clients with many different estate planning and probate issues, including:

• Understanding the benefits to estate planning, including the advantage of avoiding probate
• Determining the medical care you should receive in the event you become incapacitated
• Creating a plan that helps you protect all of your assets, including drafting powers of attorney, wills, trusts and other necessary documents
• Designing a business succession arrangement for your family-owned business
• Assisting with the administration of any trusts, including special needs trusts and revocable trusts
• What happens if there is no will?
• What does a Probate Executor Do?

So many people put off estate planning until it is too late. They simply fail to realize why everyone should have an estate plan that protects their family and assets at such a difficult time. You need to reach out to an experienced lawyer to be sure that your plan meets your specific needs.

To discuss your specific estate planning and probate concerns, please call my Anaheim office at 714-639-1990 or send me an email. I will help you find the answers that are right for your situation.

YES answers indicate potential issues in the areas of tax, cost, and delay of probate, or simply lack of a plan to carry out your wishes. Estate planning allows you to apply the law to achieve your goals, to preserve assets for your chosen beneficiaries, and to minimize bureaucracy and administrative expenses.

1. Would you like to avoid probate of your estate?
2. If you or your spouse passed away today, are you uncertain about what would happen to your assets?
3. Does your will leave property to someone other than your spouse?
4. Do you have minor children or other people who are dependent on you? If you were not here to provide for them, would they be in financial trouble?
5. Has it been more than one year since you reviewed your estate plan, including your will, life insurance policies, and any other documents?
6. If you became incapacitated, would your family have to go through court proceedings to carry on your affairs?
7. Do you have any children by a previous marriage?
8. Do you own assets in your sole name?
9. Is anyone other than your present spouse listed as beneficiary on any life insurance policy or account?
10. If a death occurred and court approval was required to release accounts for working capital, could it disrupt a farm, business, or overall family financial well-being?
11. May the total value of you and your spouse’s assets be large enough to create estate tax?
12. If your current plan of distribution was followed, would assets have to be sold to pay expenses?
13. Do you own any property which has substantially increased in value since you originally acquired it, or which has been depreciated for income tax purposes?

Call my office at 714-639-1990 or email us today to set up your free initial consultation to discuss your estate planning needs.