Who Needs an Estate Plan and When?
No matter what you might have heard or read, every adult needs to have an Estate Plan. This includes, you, the residents of Carmel Valley. A suburban community in the northwestern corner of San Diego, Carmel Valley is not just home to families but also commercial offices, hotels, retail stores, and restaurants. Many families enjoy living in Carmel Valley because it is one of the safest neighborhoods in San Diego. We want to help you create an Estate Plan that thinks about everyone in your family so you will not have to spend unnecessary money and time in an attempt to access a plan created for you by the State. We aim to care for the families that have chosen Carmel Valley as the area to live in.
There are many factors that influence what type of Estate Plan is best for your family. While many Carmel Valley families will be just fine with establishing a Will and Power of Attorney, others may need to include a Living Trust, Revocable Trust, or Family Trust into their Estate Plan. Families who have minor children, own real property, own assets with a gross value of $166,250, or who wish to place guidelines or structure around how someone will inherit their Estate, will look into adding these kinds of Trusts to their Estate Plan. We want to ensure that your entire family is taken care of with the plan that we establish for you.
To create the best Estate Plan for you and your family, we want to ensure that we provide the best Carmel Valley Estate Planning Attorney to you. We want to be the Carmel Valley Estate Planning Law Firm that you trust and enjoy working with. We want to be who you turn to for guidance throughout the entire process. We will learn your unique situation in concert with any other financial professionals you have established a relationship with to set you on a path that is beneficial to you.
