Estate Planning

Protecting Your Loved Ones and Your Assets in California

Estate planning is the process of figuring out the best way to pass your estate to the people you want and love. California has complex laws that govern the realm of estate planning. Many issues come in to play, such as taxes, wills, trusts, IRA’s, real estate property, corporations, community property, annuities, etc. Finding the path for your personal situation is imperative to ensuring that you reduce the taxes paid and maximize the estate that you ultimately pass on.

Lifetime Legal is dedicated to providing quality legal services that are tailored to your specific needs and goals. We know the value of listening to our clients and devising estate plans that reflect your priorities.

What Is Estate Planning?

Estate planning is the creation of a definite plan for managing your wealth while you are still alive and distributing it after your death. Effective estate planning accomplishes your personal and family goals, while easing the management of your financial and legal affairs.

Estate planning can be accomplished through a variety of methods, including:

Meeting Your Estate Planning Needs

Every individual has a unique situation that deserves a unique method of estate planning. Some clients come to us with the goal of protecting their young children. Others are elderly and want to outline their health care wishes for the future. And still others want to simply help their loved ones avoid the complex California probate process and high estate taxes.

Regardless of what your priorities are, our estate planning attorneys will take the time to sit with you and understand your personal situation in order to devise the most appropriate estate plan for you.

We will explain each step of the process to you in detail and walk you through every document that you will need, including:

• Last will and testament
• Trusts and trustee designations
• Powers of attorney
• Advance health care directives
• Guardianship provisions
• Real property transfers

As part of our comprehensive estate planning services, we will draft all of the necessary documents you need to carry out your goals.

When you choose the estate planning services at Lifetime Legal , you can be confident that your loved ones won’t have to endure the public and costly process of probate.

For more information or to schedule a complimentary consultation with an experienced estate planning lawyer, please call 805.419.5290.