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Estate Planning Attorney in Carlsbad and San Diego

Ko/Za Law Estate Planning Wills and Trusts pageQuestion:  Who should have an estate plan?

Answer:  Every adult will have some sort of estate planning need– even adults who don’t own any property.  Estate planning is not just about leaving behind property, although that can definitely be part of it.  

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 stressed and hurried decisions later, with only limited and costly options available.

Anyone who wants to control their property while alive and well, as well as 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 upon death, while minimizing every tax dollar, attorney fee, and court cost possible, should have an estate plan.

 One size does not fit all.

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

 

 

Depending on your unique circumstances, an optimal estate plan will do some or all of the following:

•  Manage for control of your property (while alive and well)

•  Care for you and your loved ones (upon death, or should you ever become incapacitated)

•  Manage the risks of incapacityKoZa Law Estate Planning button_92770369

•  Articulate your health care and end-of-life wishes

•  Delegate health care decisions

•  Provide for the needs of a surviving spouse (if applicable)

•  Provide liquidity at death

•  Specify inheritances

•  Fulfill your charitable wishes

•  Provide “back up parents” for children

•  Plan for 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

•  Avoid the time and expense of probate (whenever possible)

•  Minimize tax liability, attorney fees and court costs

•  Plan for the succession of a business (if applicable)

 

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

 

Ultimately, we all face the challenge of resolving our assets in a way that is fair and right to the ones we love and cherish.  With assets come responsibility and accountability.  Many of the inherent obstacles in estate planning are not so apparent at the outset, and consequently are best addressed by professionals trained to recognize and mitigate the pitfalls that could end up causing undue harm.  KOZA LAW GROUP will see to it that you and your loved ones are best equipped to determine your own future, and maximize the benefits of your assets.

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

We do not discriminate against any family types, and proudly provide support for both “traditional” and “non-traditional” family structures.

COLLABORATIVE PLANING

KOZA LAW GROUP understands the value of the collaborative process and the powerful benefit this type of service can deliver to 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.  Upon your request, Koza Law Group’s collaborative planning helps our clients navigate the process by working with a team of professionals, whether your own, or ones we can put you in touch with.

Other Practice Areas:

 

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

 

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