Estate Lawyers Helping San Diego Families Protect Their Legacy
No matter your age or what degree of wealth you've accumulated, you need an estate plan to protect yourself, provide for your loved ones, and preserve your assets. Many law firms and attorneys "tack on" estate planning to their service offerings, but generally only provide boilerplate forms with limited customization. We strive to develop a personalized plan for each of our clients that best protects you, your family, and your wealth; while ensuring your wishes are followed both during life and upon passing.
With experience in trust administration and probate, we know what to incorporate into your documents to ensure a smooth process and what to avoid to prevent any conflict or questions. Whether you have a modest estate or expansive holdings, with our estate planning services you will have the peace of mind that your estate is in order and your legacy is secured.
Losing a loved one is unspeakably difficult no matter the conditions. Adding in the stress of dealing with their legal and financial obligations, even with a valid trust in place, is too much of a burden for many. Fortunately, working with an attorney to assist in administering a trust can help alleviate that burden and make the process much more straight forward.
There are many steps involved in the administration process that must be complied with to protect the trustee. If you need guidance in your role as successor trustee we are here to take the burden off your shoulders and help you through every step of the process. We bring compassion and empathy to this process and will hopefully make this difficult time less stressful for all involved.
When someone passes without a proper estate plan or alternative plan in place, their estate may have to pass through a court supervised process known as Probate. This process oversees the payment of liabilities and distribution of assets. Generally, probate can be an expensive and drawn out process which we dedicate our practice to avoiding for our clients.
If you find yourself in a situation where a loved one's estate must go through probate, our office can help guide you through every step of the way. Whether it be a simple estate in which all beneficiaries are in agreement on who should get what, or a complicated estate involving feuds among parties, we're here to help you get through it.
Whether you need a business entity formed as part of the bigger picture of your estate plan, or as a standalone service, we're here to help! From LLPs and LLCs to Corporations and S-Corp tax elections, we've got you covered.
Forming the proper business entity can help protect you from both a tax and liability perspective, but deciding which type is right for your needs and completing the process can be a daunting task. We'll walk you through the pros and cons of each type of entity, help you decide what fits best for you, and take care of everything needed to legally form the business.