Be a good steward of your hard earned assets and protect your spouse and family by implementing a comprehensive Estate Plan. Planning ahead using wills and trusts can protect your spouse and family from lawsuits, over-taxation, and foster care (if you have small children).
In the San Diego area schedule a consultation to discuss your personalized plan since every estate is different. Perhaps a revocable Living Trust; or an irrevocable life insurance trust (ILIT); or a qualified personal residence trust (QPRT) to protect a vacation home; or maybe your interest is in a family limited partnership (FLP).
My ability to assess and address your estate planning needs will give you a great sense of satisfaction knowing you have taken the responsible steps to protect your family. When my clients sign their Estate Planning documents, they always tell me they feel relief. Thank you for your interest. To read more about whether you need an estate plan read "Do You Need an Estate Plan?" I welcome your questions regarding Living Trusts or Estate Planning. Contact me by e-mail or phone at (760) 579-8000 to schedule your consultation.