Benefits of Estate Plan with Living Trust & Will
A properly prepared estate plan with a living trust and will offers financial, time-saving, and peace-of-mind benefits:
- Protect Your Spouse And Children
Provide financial stability and security for your spouse and children if you are disabled or die.
- Avoid Probate
Statutory probate fees and commissions can be as much as 8% of your estate
and can tie up your assets for eighteen months or longer. A properly prepared and executed Estate Plan can avoid the necessity of probate.
- Eliminate Death Taxes
Estate taxes start at 37% and can be as much as 55% of your estate. A properly
prepared and executed Estate Plan can eliminate death taxes.
- Keep Your Affairs Private
Probate cases are a matter of public record and can be viewed by the general public. A properly prepared and executed Estate Plan will prevent the general public from discovering your personal and private matters.
- Avoid A Judicial Determination of Incompetency
In the event you are unable to manage your own affairs or arrange for your own care, a properly prepared and executed Estate Plan can allow for the gradual assumption of authority by a trusted family member or friend without a judicial determination of incompetency.
How to Contact San Diego Law Firm
We handle matters throughout California, and new clients are always welcome. For more information or to make an appointment, please contact us either by:
Telephone: (619) 794-0243
E-mail: contactus@SanDiegoLawFirm.com
Contact Form:
You may also use the
form below to contact us. We will answer you as quickly as we can during our business hours, Monday through Thursday, 8:00 AM to 7:00 PM, and Friday 8:00 AM to 5:00 PM. Please remember that before we can become your attorneys, we must both first sign a written attorney-client agreement, so please do not email any confidential information at this point. After we have reached an agreement with you, we can then exchange information freely. We look forward to helping you.