We’re rolling out a cloud-based virtual California estate planning department in January, 2021.
Your safety, convenience and family’s financial security comes first. Everything you need to plan and protect your estate is done through our new cloud-based service that you can easily access from your phone, tablet, laptop or desktop.
Get on our private estate planning community update list (bottom of the page) and we’ll send you a short email when our new estate planning department officially opens in January 2021. To see how our service works and pricing, click here.
When you join our email community, you’ll also get instant FREE access to our popular 31 page ebook, “Getting Started with Estate Planning.”
Please note that significant once in a lifetime discounts will be given to early January clients.
For those of you located outside of the State of California, we may be offering non-legal consulting services to also help you with your estate plan. Get on the list and learn more once we finalize all the details.
14 Advantages of Having an Estate Plan
- Avoid Probate– A property planned estate plan can help you avoid costly and time consuming probate;
- Protect and Provide for Your Family– Creating a properly drafted estate plan will allow for the surviving spouse, or the person you designate, to care for your family. If something happens to both of you, an estate plan will name a trustee and guardians to care for minor children. Almost every possible contingency can be planned for before something happens;
- Protect Your Beneficiaries– Your estate plan will explain exactly where your assets will go, and who will be taken care of, in the event of your death. The courts will not have to guess what you would have wanted. Your estate plan is the legal and controlling roadmap that tells everyone what will happen next;
- Minimize Taxes and Expenses– Your estate plan can avoid probate fees, costs and expenses. It can also minimize or eliminate estate taxes. Without an estate plan, you are guaranteed to have your estate go into probate and you will pay fees, costs, expenses and taxes. Planning ahead allows a majority or all of your estate to pass to your beneficiaries;
- Special Trust– These trusts can be set up in your estate plan to provide for the health, education and wellbeing of your children and grandchildren;
- Revocable Living Trust Are Private– Not only will living trusts help you avoid probate, they’ll also keep your estate private;
- Fast and Confidential– A properly drafted estate plan can help your spouse and children administer your estate quickly and without the court getting involved. Without certain methods of estate planning, the law will require that your family go into court and probate the estate. This can cost a great deal of money that would otherwise go to your beneficiaries. It can also take many months and even years;
- Funeral Plans– A carefully written estate plan can outline all of your wishes for your funeral arrangements. It can also set aside funds to cover the expenses. Whatever you want to do can be outlined in your estate plan;
- Charitable Causes– You can decide today, what causes you want to support, if any, in the future. Every detail can be planned ahead. Oftentimes careful planning can help minimize taxes and maximize how much money you can pass along to your family and other beneficiaries;
- Incapacity– If you are seriously injured and rendered temporarily or permanently physically or mentally incapacited, an estate plan and related documents, can outline all of your wishes including life saving medical decisions;
- Trustees and Executors– Rather than have a court decide which person or company should manage and distribute your estate, you make the selection. By planning ahead, you can save money and significantly simplify the entire administration process;
- Special Needs– if you have someone in your family who needs help or has a disability, or maybe grandchildren who you would like to help attend college or start a business, you can set up special trusts to help save, manage and eventually distribute funds to help and support them;
- Business Owners– You can include a business succession plan in your overall estate plan. This allows you to control who owns, manages and controls all businesses interests you may have,
- Social Media– By planning ahead, you can provide for the transfer, ownership and closure of your social media and online business platforms. This avoids expensive and protracted litigation.
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