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TRUSTS & ESTATES

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Estate Planning: Not Just for the Wealthy

Many people mistakenly believe that estate planning is exclusively for the wealthy or those with complex financial arrangements. In reality, estate planning is a crucial process for individuals and families from all walks of life. It’s not about planning for death; it’s about planning for life and securing your loved ones’ future.

Estate planning is for everyone—whether you’re a spouse, parent, grandparent, business owner, or a caring individual. It’s about ensuring your well-being and the well-being of those you cherish. It’s also a way to leave a lasting positive impact on the lives of others after you’re gone.

A properly executed estate plan involves meaningful conversations and in-depth meetings with a knowledgeable professional who understands your aspirations, concerns, and expectations. It goes beyond just preparing legal documents; it’s a holistic strategy tailored to your unique circumstances, meticulously documented and maintained by a dedicated expert committed to your long-term well-being.

Estate Planning: A Lifelong Investment in Your Loved Ones

A living trust is a legal instrument that, much like a will, articulates your desires regarding the fate of your assets upon your passing. However, unlike a will, a living trust has the capacity to bypass probate, grant you control over all your assets, and prevent the court from managing your affairs in case of incapacitation.

Upon the trust maker’s passing, our law firm extends its legal services to the appointed successor trustee. This individual assumes responsibility for ensuring the proper and timely distribution of trust assets. Our guidance includes:

  • Scrutiny of the trust document
  • Aggregation of all trust assets
  • Clarification of trustee duties
  • Estate tax assessment
  • Collection of death benefits
  • Establishment of sub-trusts
  • Resolution of the trust

We are committed to supporting your successor trustee in carrying out their responsibilities diligently, preserving your legacy, and facilitating a seamless transition.

Work with us now

Fill out the form below and we will contact you as soon as possible.

Location

15260 Ventura Blvd, Suite 960Sherman Oaks, CA 91403

Phone

(310) 278-8001 or (818) 549-1515