Our clients spend a lifetime accumulating their assets.  As experienced estate planning attorney’s we specialize in maximizing the value of those assets for the benefits our clients and our heirs.  Estate planning is complex as both Federal and State laws frequently change the way we deal with wills, trusts and estates.  As estate planning lawyers, we utilize our expertise to help our client navigate through the complex process.

Expertise in Finance and Tax

The law offices of has established itself as a preeminent source for estate tax planning.  We provide high quality, cost-effective services to our clients based on a thorough understanding of their needs and a commitment to quality, integrity, and responsiveness.  Our estate planning attorneys dedicate themselves to understanding the unique issues facing each client in order to provide customized and personalized service to each of our clients.

Personal Attention

We strive to make estate planning as quick and convenient for our clients as possible.  Our investment in technology maximizes both the quality and the costs efficiency of our estate planning services.  Equipped with cutting edge technology, we can efficiently perform most of our services via telephone, email and fax.  Our estate planning attorneys welcome the opportunity to meet with each of our clients in person and can travel to meet them if an in-person meeting is desired.  Conveniently located in Orange County, CA, our estate planning lawyers serve clients throughout Southern California including Riverside, Los Angeles, and San Diego Counties.

Our clients have worked hard to build their assets.  We assist clients in preserving those assets for their beneficiaries efficiently and effectively.

Estate planning is the process of:

• identifying the persons inheriting the principles assets
• identifying the persons who will care for your minor children and their financial well-being
• minimizing tax liability and associated costs
• identifying the persons who will make important healthcare and financial decisions if one becomes incapacitated

How an Estate Plan Works

A well thought out and well drafted estate plan accomplishes three objectives 1. provides for the clients care during their twilight years, 2. directs the transfer of assets upon death to the intended persons, and 3. minimizes tax liability.

An estate is the total property, real and personal, owned by an individual prior to distribution. Real property is real estate and personal property includes everything else, for example cars, household items, and bank accounts. Estate planning distributes the real and personal property to an individual’s heirs.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is Federal and state tax law.

Wills and trusts are common ways in which individuals dispose of their wealth.  Trusts, unlike wills, have the benefit of avoiding probate, a lengthy and costly legal process that oversees the transfer of assets. Sometimes, though, it will be useful to make inter vivos gifts (gifts made while the donor is alive) in order to minimize taxes. The Federal Gift Tax exempts certain levels of lifetime gifts.

With the assistance of a competent Orange County estate planning firm, our clients can leave clear directions to their loved ones regarding their care and distribution of their estates.  Furthermore, by carefully planning our clients may themselves and their beneficiaries considerable time and expense of court expenses and litigation.

Estate Planning Attorney

As an estate planning firm based in Orange County, Ca, we provide comprehensive estate planning services including wills, trusts, power of attorney, and advance care directives for a full range of clients from high net worth to working class.

Of course our Ladera Ranch estate planning attorneys are able to immediately respond to your needs when difficult unforeseen issues do arise. For example, we are able to assist in revise estate plans in light of life changing event such as divorces. Wherever possible, we assist clients in finding the best solution as to not trigger unnecessary income, estate, or gift tax costs. One of the primary goals in a majority of cases is to maximize the after-tax dollars to the firm’s client. Our attorneys have distinguished resumes that make them throughout the country as experts in tax and finance.

Whether you need a will, trust, or healthcare direct and you are unsure of the steps you need to take to protect your resources for yourself and your children, our Ladera Ranch estate planning attorneys can assist you.

Our California estate planning law firm has extensive experience in all types of estate planning matters from claiming unclaimed property to drafting California trust and California wills.  In addition, we can assist you with power of attorneys for health care and planning for you child’s college education.  A California estate planning attorney who is is proud to serve the estate planning needs of the California community is ready to help you today.

A Mission Viejo will attorney will help Mission Viejo residents determine if a revocable living trust is useful in their estate plan. You probably already started estate planning by naming beneficiaries on life insurance policies, retirement accounts and bank accounts. Legal instruments such as wills, powers of attorney and living trusts tailored for you by our Mission Viejo trust attorneys can complete other potential estate planning needs.

How Mission Viejo Estate Planning Lawyers Work

A Mission Viejo will attorney will assist you to determine whether a living trust is right for you. First, the Mission Viejo living trust attorney will help you to identify your goals. Many of our clients want to avoid having young beneficiaries potentially receive a large sum of money (including life insurance payouts) at age 18 until a more mature age is reached. Other common goals are reducing or eliminating the following: probate, the likelihood of your estate being contested and reduce estate taxes.

Mission Viejo Estate Planning Attorneys

Our licensed Mission Viejo trust attorneys provide clients with common documents used to complete an estate plan which include a Last Will & Testament, which appoints legal guardians, a Medical and Financial Power of Attorney to prepare for an incapacitation, and a Living Will, not to be confused with a Last Will or Living Trust, directs the use of life support.   A Mission Viejo estate planning lawyer will provide detailed explanations about the text and, very importantly, choices which are available to you as they draft your documents. Finally, the wills and trusts are reasonably priced.

By focusing on clients in one geographical area, our Laguna Woods estate planning attorneys have developed the skill, thoroughness, and experience to provide residents in the area with estate plans designed to meet their needs.  These well educated and experienced Laguna Woods lawyers know the community, will get to know you, and most importantly will work together with you to provide you with quality legal services.

How Laguna Woods Estate Planning Lawyers Work

Our Laguna woods wills & trust lawyers use their talents to provide our clients with efficient flexible, and well thought out solutions to achieve their goals.  Our attorneys are educated at the most prestigious law schools and have previously worked for large well known international firms.   As a result, our firm provides the experience of lawyers of large law firms with personal attention you expect from a local lawyer.  We believe in developing long term relationships, so that we can to serve you on a continuing basis and can assist in amending your estate plan as your needs change.

Laguna Woods Estate Planning Attorneys

As an estate planning firm based in Southern California, we provide comprehensive estate planning  including insights on trusts, wills, healthcare directives, power of attorneys, college saving plans, educational trusts, qualified tuition programs, education IRA’s and Coverdell education savings accounts for a full range of clients from high net worth to working class.

Our senior attorney is a life long resident of Laguna Niguel and a pillar of the community.  As Laguna Niguel estate planning attorneys our firm understands the specific family and estate planning needs of those living in South Orange County.  Those in Laguna Niguel have worked hard to accumulate their wealth and want to be able to pass on something to their family and friends.

How Laguna Niguel Estate Planning Lawyers Work

As a Laguna Niguel trust and estate attorney, designs a comprehensive plan which typically includes a trust, will, and power of attorney.  The Laguna Niguel attorney will work with you to ensure that your document cover the specific needs of your tax bracket as well as the special needs of your family.  We understand how important your retirement well being of your children are to you and are dedicated to helping you maintain your standard of living in retirement while leaving something to your children.

Laguna Niguel Estate Planning Attorneys

As an estate planning firm based in Southern California, we draft comprehensive estate planning and advise on trusts, wills, healthcare directives, power of attorneys, college saving plans, educational trusts, qualified tuition programs, education IRA’s and Coverdell education savings accounts for a full range of clients from high net worth to working class.

Our Laguna Hills estate planning attorneys assist will incorporate a living trust into our client overall estate plan.  Living trusts avoid probate and additional costs and risk of such a structure are typically not costs prohibitive.  This type of trust is called “living” because it is created during one’s lifetime.  The major benefit is that it is “revocable” meaning that it can be changed or rewritten as often as desired.

How Laguna Hills Estate Planning Lawyers Work

A qualified Laguna Hills trust and estate attorney, can effectively draft a legal document which allows a client to transfer ownership of titled and personal and real property from their name to a trust.   Once property is transferred, the trust – not the individual – becomes the legal owner of such property.  Although the individual no longer technically owns the property, he/she can remain in control of all assets in the trust as long as he/she lives and remains competent.  Our Laguna Hills will & trust lawyers helps clients determine whether a trust is appropriate for them and assist in navigating through the process of creating a trust.

Laguna Hills Estate Planning Attorneys

As an estate planning firm based in Southern California, we draft comprehensive estate planning and advise on trusts, wills, healthcare directives, power of attorneys, college saving plans, educational trusts, qualified tuition programs, education IRA’s and Coverdell education savings accounts for a full range of clients from high net worth to working class.

Our Laguna Beach estate planning lawyers assist clients in thinking through estate planning issues and understanding estate planning basics.  As trust and estate lawyers proudly serving Laguna Beach, we use our experience with common estate planning issues to help our client provide financially for their children and other loved ones.  As professional Laguna Beach trust and estate lawyers, we understand that estate plans need to suit the individual needs of each client.

How Laguna Beach Estate Planning Lawyers Work

First meet with our clients to get an in dept picture of their financial and familial situation.  Our lawyers give our clients a broad overview of estate plan basics, to allow our clients to understand their options.  The estate planning lawyer will point out common estate planning issues, and discuss so that prepare a comprehensive set of estate plan documents that includes a will, power of attorney and possibly a trust.  Our will & trust lawyers work closely with out clients to establish a will that properly delineates the deceased intentions as to the distribution of their property.  As greater Laguna Beach attorneys, we develop long term relationships with our clients and are available to review each document from time to time.  By occasionally reviewing the plan we are able to amend estate plan documents to account for changes in tax laws or changes of one’s family situation, if necessary.

Laguna Beach Estate Planning Attorneys

As an estate planning firm based in Southern California, we draft comprehensive estate planning and advise on trusts, wills, healthcare directives, power of attorneys, college saving plans, educational trusts, qualified tuition programs, education IRA’s and Coverdell education savings accounts for a full range of clients from high net worth to working class.

Our Irvine estate planning attorneys assists clients in achieving their goals by helping them to understand the types of estates, plan characteristics, and steps necessary to achieve their estate plan objectives.  As professional Trust and Estates attorneys serving Irvine we assist our clients on thinking through the critical issues so that they can make informed decisions as to their affairs. Our will & trust lawyers are particularly knowledgeable about Irvine and the needs of its residents as one of our senior grew up in the local area.  Most importantly our estate planning lawyers have strong relationships with local residents and businesses.

How Irvine Estate Planning Lawyers Work

As experienced attorneys we explain common plan objectives to our clients then tailor individual estate plans for our clients based on their unique needs.  Commonly, the underlying estate plan objective is to provide for the financial needs of the survivors such as a spouse, children, dependents or other loved ones.  Another common objective is to minimize income taxes as well as estate and gift taxes.  As professional Irvine estate plan attorneys will determine the priority of these objectives and balance them accordingly using carefully drafted wills, trusts, living trust, living wills and healthcare directives.

Irvine Estate Planning Attorneys

As an estate planning firm based in Southern California, we provide comprehensive estate planning  including insights on trusts, wills, healthcare directives, power of attorneys, college saving plans, educational trusts, qualified tuition programs, education IRA’s and Coverdell education savings accounts for a full range of clients from high net worth to working class.