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Estate Planning
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The creation and execution of an estate plan can be a very complicated process and is more than just drafting a will. An estate plan allows you to name guardians for your children, remember charities, care for family members with special needs, and preserve assets. If you do not take the time to make these important and personal decisions yourself, the government will do it for you, via the probate process, at a significantly higher cost. All individuals and families benefit from an estate plan that is comprised of a will, advance health care directive and power of attorney, but estates with a net worth (value of personal property and real property) in excess of $100,000.00 should consider having an estate plan that includes a trust.
Our Orange County estate planning law firm guides our clients through the many emotions involved, handling your estate plan compassionately and competently. Our estate planning office has experience handling estates with many different purposes. Our firm has experience handling multi million dollar estates where wealth preservation is the main purpose. Our firm also handles estates that are not of high net worth and instead the main purpose is to name guardians for minors and set up procedures if the client becomes incapacitated. Estate planning is not just for the rich, everyone should consider the advantages estate planning offers. Our firm will help you find the estate plan which best suits your family and your assets. We strive to provide our clients with simple and accurate information giving our clients the ability to decide what plan best fits their needs.
Our Orange County estate planning law firm provides the following estate planning services:
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- Revocable Trusts (also known as Living Trust or Inter Vivos Trust)
- Medicare Trusts
- QTIP Trusts
- Special Needs Trusts
- Wills
- Advanced Health Care Directives (also known as Living Will)
- Conservatorship
- Trust Administration
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- Irrevocable Trusts
- Life Insurance Trusts
- A-B Trusts
- Pet Trusts
- Pour Over Will
- Powers of Attorney
- Guardianship
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Many individuals are surprised to learn, upon the passing of a loved one, that a will does not keep the decedent’s assets out of the Probate Courts. A will gives instructions as to how the decedent wishes to have their assets distributed; but the courts must supervise the distribution of the assets. Alternatively a trust holds title to assets during ones lifetime and can be used to distribute assets when an event occurs, usually upon the passing of the creator of the trust.
Finding an attorney to plan your estate can be overwhelming. The attorney you choose will be there to advise you during many of life’s changes; you may get married, divorced, have children, loose a spouse, purchase real property, retire, or invest in a business. During all of these milestones it is important to have an attorney to whom you can turn to for advice. Communication is the key to a successful estate plan which must be flexible and bend to fit your life. To help ease the stress of choosing the attorney best for you, we offer a free consultation for new estate planning clients.
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Satellite Offices in: Irvine, Laguna Hills, Mission Viejo, Laguna Niguel, Aliso Viejo, Laguna Woods, Rancho Santa Margarita, and San Diego
South Orange County Tel:
(949) 340-6800
San Diego County Tel:
(619) 819-5569
2901 West Coast Hwy., Suite 200
Newport Beach, CA. 92663
Tel: (949) 200-7336
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Orange County Estate Planning Attorney • San Diego County Estate Planning Attorney • Newport Beach Estate Planning Attorney • Newport Coast Estate Planning Attorney • Corona Del Mar Estate Planning Attorney • Huntington Beach Estate Planning Attorney • Sunset Beach Estate Planning Attorney • Fountain Valley Estate Planning Attorney • Costa Mesa Estate Planning Attorney • Irvine Estate Planning Attorney • Tustin Estate Planning Attorney • Laguna Beach Estate Planning Attorney • Laguna Woods Estate Planning Attorney • Laguna Hills Estate Planning Attorney • Lake Forest Estate Planning Attorney • El Toro Estate Planning Attorney • Mission Viejo Estate Planning Attorney • Ladera Ranch Estate Planning Attorney • Rancho Santa Margarita Estate Planning Attorney • Coto de Caza Estate Planning Attorney • Silverado Canyon Estate Planning Attorney • San Juan Capistrano Estate Planning Attorney • Laguna Niguel Estate Planning Attorney • Aliso Viejo Estate Planning Attorney • Dana Point Estate Planning Attorney • Capistrano Beach Estate Planning Attorney • San Clemente Estate Planning Attorney
Copyright © 2005-2009 by The Law Offices of Bree Celeste Winterbotham. All Rights Reserved. The information on this site is not, nor intended to create legal advice. Moreover, please be advised that no attorney-client relationship is created herein. Every legal situation is unique and requires individualized legal advice. You should not act upon or rely on any information in this website without consulting an attorney for individual advice regarding your specific situation.
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