Serving Clients Throughout Southern California
There are a lot of opportunities in California to learn more about the estate planning process. And while estate planning seminars can give you important information and help you start thinking about what you are looking for from your estate plan, they cannot address the things that make your family truly unique.
In recent years, many of these seminars have recommended complex A-B trusts that are difficult to understand. We find many of these trusts fail to meet the needs of the creators as the allowance for estates to pass without taxes has risen. If you have an inappropriate A-B trust, we can assist in converting this trust to a less complicated document. Currently (2011) estates of less than $5 million pass free of any inheritance taxes. If your estate is under $5 million, it is not likely the A-B trust will preserve any funds as a single trust.
At The Law Offices of Rickard L. Borg, our attorney is ready to help you come up with an estate plan tailored to the needs of your family. We will be ready to answer any questions you may have and will provide you with the information you need to come up with the best possible estate plan.
A Practical Approach to Finding Solutions
There are a lot of firms out there that will help you set up a generic cookie-cutter will, trust or estate plan. But these plans will not address your most important concerns. When you work with an experienced lawyer, you can make sure your plan is designed to honor your wishes and maximize the assets you pass to your beneficiaries.
In addition to helping you find unique solutions, we will put your estate plan in simple language you can read and understand. Keeping trusts to five to seven pages and wills to two pages, we will trim the fat and get to the point. Our firm is ready to provide you with the same efficient and effective counsel for all your estate planning concerns, including:
- Drafting or revising your will
- Powers of attorney
- Health care power of attorney
- Advance directive
- Trust and trust planning
More than anything else, an estate planning seminar cannot prepare you for a will contest or probate litigation. When you work with an experienced attorney from the start, you can take steps to avoid conflict and put yourself in a strong position should a dispute arise.
Contact a Carlsbad Family Trusts Attorney
We encourage you to do whatever you need to do to prepare for the estate planning process. While an estate planning seminar could be a part of that process, it is no replacement for an experienced attorney. From our offices in Carlsbad, we offer evening and weekend appointments, in addition to our weekly business hours. Contact Marge, Vanessa or Rick today to learn more.