Protect Your Assets by Planning Your Estate
If you live in Orange County, composing an estate plan is crucial to protecting your family, business, and yourself. Certainly, California inheritance laws are complicated. Therefore, planning your estate should always be done with an expert estate planning attorney.
Our estate planning attorneys will help you protect your assets. We can suggest and advise on various insurance policies and trusts to preserve you and your family’s wealth. For this reason, hiring a Law & Stein estate planning attorney means peace of mind that your loved ones will be taken care of.
Some of the tasks involved in estate planning include:
- Creating a will or living trust
- Naming an executor of the estate
- Establishing guardians for dependents
- Setting up durable power of attorney for financial and medical decisions
- Creating a healthcare directive
- Naming of beneficiaries on insurance policies
How an Estate Planning Attorney in Orange County CA Helps Protect Your Family
When we draft your estate plan, you can rest assured that your family will avoid a prolonged probate process. Moreover, when you have a Law & Stein attorney on your team, settling an estate no longer becomes a confusing or drawn-out process.
Unfortunately, disputes about your estate may arise after your death, even with an estate plan intact. However, a Law & Stein estate planning attorney will help your family navigate disputes. We work hard to ensure your wishes are accurately reflected in your estate plan and carried out according to you. Furthermore, we can review your plan periodically. This review makes certain that it adheres to all current California laws and that no legal issues emerge for your family.
Our goal is to develop an approach which best serves our clients’ needs in a cost-effective manner, including minimizing state and federal tax burdens to assure that assets pass to the intended beneficiaries. In addition, we provide you with the guidance necessary to ensure that all of your documents are properly prepared.
Whether you are looking for a will, power of attorney, or health care proxy, or require more sophisticated planning involving the use of living trusts, we are here to advise, plan, and help you realize your personal and financial goals.
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What to Bring to A Meeting With Your Estate Planning Attorney
When you first meet with your Law & Stein estate planning attorney, you’ll discuss and strategize a plan for your assets. We aim to protect your wealth, minimize tax liabilities, and create the most comprehensive plan to fulfill your intentions. We know that talking about end-of-life wishes can be a sensitive topic. Therefore, we want…
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