Estate Planning Overview
- Protect Your Family, Home and Future
Estate Planning is a form of long-term legal insurance – no one wants to do it or pay for it, but in the end, it is a necessary form of risk management to ensure that your family and loved ones are protected in the future and you are protected in case of emergency. We will help you plan ahead to save money, avoid probate costs and easily transfer your property to your loved ones.
For California residents with assets between $100,000 and $3.5 million, we offer flat-fee estate plans with the following benefits:
- Cost savings - elimination of probate fees
- Efficient property transfer to your family - no lengthy probate court required
- Control over who will take care of you - in case of your long-term illness
- Control of your property - during your life as well as over your future property distribution
- Privacy regarding your financial and personal matters - no need for any open court hearings
- Build a Detailed Estate Plan for Peace of Mind
In our comprehensive Estate Planning Legal Kits, we prepare a Revocable Living Trust, Pour-Over Will, Advance Medical Health Care Directive, Durable Power of Attorney and Quit Claim Deed for your California home and real property.
For any other complex estate planning legal needs and for high net worth clients over $3.5 million, we will work with your financial planner, insurance agent, or tax adviser to recommend other legal instruments, such as an Irrevocable Life Insurance Trust, Qualified Personal Residence Trust, Marital Bypass or A-B Trust, Family Limited Partnership (if real estate heavy) or other configurations in order to reduce or minimize future federal estate taxes. Furthermore, if you have disabled children, we will prepare a Special Needs Trust to ensure that your loved ones will receive your property in the future, and at the same time, maintain eligibility of any government benefits.
Contact info@californialawpartners.com for more information and to find out about our next available, free legal seminar on estate planning or go to the Events section of the website. Alternatively, if you would like us to present to your organization or group, let us know and we can schedule a time to conduct a legal seminar for you and your group. We will provide discounts and incentives for any organizers who would like to host an Estate Planning Seminar.
Estate Planning is a form of long-term legal insurance – no one wants to do it or pay for it, but in the end, it is a necessary form of risk management to ensure that your family and loved ones are protected in the future and you are protected in case of emergency. We will help you plan ahead to save money, avoid probate costs and easily transfer your property to your loved ones.
For California residents with assets between $100,000 and $3.5 million, we offer flat-fee estate plans with the following benefits:
- Cost savings - elimination of probate fees
- Efficient property transfer to your family - no lengthy probate court required
- Control over who will take care of you - in case of your long-term illness
- Control of your property - during your life as well as over your future property distribution
- Privacy regarding your financial and personal matters - no need for any open court hearings
- Build a Detailed Estate Plan for Peace of Mind
In our comprehensive Estate Planning Legal Kits, we prepare a Revocable Living Trust, Pour-Over Will, Advance Medical Health Care Directive, Durable Power of Attorney and Quit Claim Deed for your California home and real property.
For any other complex estate planning legal needs and for high net worth clients over $3.5 million, we will work with your financial planner, insurance agent, or tax adviser to recommend other legal instruments, such as an Irrevocable Life Insurance Trust, Qualified Personal Residence Trust, Marital Bypass or A-B Trust, Family Limited Partnership (if real estate heavy) or other configurations in order to reduce or minimize future federal estate taxes. Furthermore, if you have disabled children, we will prepare a Special Needs Trust to ensure that your loved ones will receive your property in the future, and at the same time, maintain eligibility of any government benefits.
Contact info@californialawpartners.com for more information and to find out about our next available, free legal seminar on estate planning or go to the Events section of the website. Alternatively, if you would like us to present to your organization or group, let us know and we can schedule a time to conduct a legal seminar for you and your group. We will provide discounts and incentives for any organizers who would like to host an Estate Planning Seminar.
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Call us now toll-free at 1-844-560-7885
Copyright © 2016 California Law Partners, APC. Legal Notice.
Call us now toll-free at 1-844-560-7885
Copyright © 2016 California Law Partners, APC. Legal Notice.