estate planning carlsbad wills and trustsESTATE PLANNING ATTORNEY IN CARLSBAD AND SAN DIEGO

Question: Who should consider estate planning?

Answer: Every adult will likely have some sort of estate planning need– even adults who don’t own any property.  If you ever thought that estate planning was something only the most wealthy needed to concern themselves with, then think again.  Estate planning can also include decisions about who you would empower to make a healthcare decision for you if you were ever unable to do so yourself.

Contrary to popular belief, estate planning is not just about leaving behind property (although that can definitely be part of it).  As such, almost everyone is likely to have some sort of estate planning consideration.

In the most simple of terms, estate planning is about having a plan to manage important life decisions. It’s about making clear and informed decisions now, while choosing from an open menu, rather than having the government decide make your decisions for you.

Anyone who wants to plan for incapacity and death (without impairing current decision making and life choices), and provide for their own care (and the care of their loved ones) in the event of incapacity or death, should have an estate plan.

Anyone who wants control over how their assets will be managed during life, and given away or managed upon death, while minimizing every tax dollar, attorney fee, and court cost possible, should consider having their own estate plan.

CONTRARY TO WHAT DOCUMENT PREPARATION COMPANIES AND ONLINE DOCUMENT SELLERS MIGHT TRY TO SUGGEST, ONE SIZE DOES NOT FIT ALL.

To schedule an initial estate planning consultation soon, call us today at (760) 487-8330 or contact us via our website.

What can estate planning do for you?

Here are just a few things…

  • An estate plan can act as an emergency plan for your assets and for your healthcare.
  • It can help you manage your property (while alive and well).estate planning law firm carlsbad
  • Care for you and your loved ones (upon death, and incapacity).
  • Reduce the risk of incapacity.
  • Clearly articulate your health care and end-of-life wishes.
  • Delegate your health care decisions to trusted family members or friends.
  • Provide for the ongoing needs of a surviving spouse.
  • Provide a plan to create asset liquidity at death.
  • Specify your heirs.
  • Fulfill your charitable wishes.
  • Appoint “back up parents” for young children.
  • Plan for the protection of your children (including those with special needs).
  • Provide incentives and promote education and a strong work ethic for your children or other loved ones after you are gone.
  • Minimize the risk of children being hurt by “affluenza.”
  • Protect your assets from an heir’s future ex-spouse or from an heir’s creditors.
  • Avoid probate (whenever possible)!
  • Minimize your tax liability, and future attorney fees and court costs.
  • Plan for the succession of a business.

EXAMPLES OF TYPES OF SERVICES PROVIDED:

  • Revocable Living Trusts
  • Pour-over Wills
  • Healthcare Directives
  • Living Wills
  • Financial Powers of Attorney
  • Childcare Powers of Attorney
  • Special Needs Trusts
  • Family Limited Partnerships and LLCs
  • HIPAA Authorizations
  • Special Purpose Trusts
  • Retirement Distribution Control Trusts
  • Dynasty Trusts
  • Generation Skipping Trusts
  • Life Insurance Trusts
  • Offshore Asset Protection Trusts
  • Domestic Asset Protection Trusts
  • Lifetime Spousal Gift Trusts
  • Business Continuity Trusts & ACP Trusts
  • Charitable Remainder Trusts and Charitable Lead Trusts
  • Inheritor’s trusts

 

Make your own choices–

Ultimately, we all face the challenge of resolving our assets in a way that is fair to those we leave behind.   And with assets come greater responsibility and accountability.

Since many of the inherent obstacles in estate planning are not readily obvious, we believe that estate planning is best handled by experienced professionals.  A good estate planning attorney should be able to provide you with the information you need to help you make the best choices for yourself.

It is our goal to see to it that you and your loved ones are best equipped to make the most personal of decisions for yourselves.

Our experienced team will help you build the right plan according to your family structure, to best execute the administration of your estate.

We proudly work with all kinds of families, and do not discriminate based upon anyone’s sexual orientation, gender or gender preference, age, race, political affiliation, religion (or lack thereof), race or ethnicity, or anything else.

COLLABORATIVE PLANNING

KOZA LAW GROUP understands the value of the collaborative process and the powerful benefit this type of service can deliver for our clients.  As a result, our strategic directive has placed significant focus on building a robust assembly of accountants, financial planners, stockbrokers, insurance professionals and specialized estate planning attorneys ready to serve the independent needs of both individuals and families alike, should it be necessary.  We strive to maximize the core talents of these professionals to benefit you the most– with the parallel goal of bettering the legal profession as a whole.

 

OTHER PRACTICE AREAS:

Business Law
Trusts and Wills
Corporate Law

To schedule an initial estate planning consultation soon, call us today at (760) 487-8330 or contact us via this website.