Estate planning is a process designed to help you manage your affairs when you become incapacitated or die.  It includes seeing to the proper handling of your personal care and finances – while you are alive but incapacitated – through such tools as trusts, powers of attorney, and health care directives, and arranging for preservation and distribution of your property – upon your death – in a manner that reflects your wishes and achieves important goals, such as  providing for loved ones, minimizing taxes, and avoiding family disputes.

Comprehensive Trust-based Estate Plan

Our standard estate plan is a comprehensive package that is structured around a revocable living trust, and also includes the following:

•    Pour Over Will(s)
•    Durable Power(s) of Attorney for Property
•    Advance Health Care Directive(s) (including so-called “Living Will(s)”)
•    Assistance with trust funding (i.e., transferring assets into your trust)

Other Services

No one type of estate plan is right for every person.  For further information on the estate planning services available through the firm, see the links below and our Articles & FAQs.

We are pleased to assist you in all aspects of estate planning.  FOR A FREE CONSULTATION, CONTACT US ONLINE OR CALL US AT 760-346-3355 OR TOLL-FREE AT 888-220-7272.