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California Estate Planning
Although we in southern California live busy lives, it is critical to take the time to plan for the future well-being of our children and other loved ones. Creating a legacy and protecting your interests during times of incapacity are also important, no matter the age.
Stonewood law group likes to start with this as our base and focus on full Estate Plans for clients, to the extent an individual or couple do not have the same already in place. This includes, in part, Durable Powers(s) of Attorney, HIPPA Release(s), Advanced Health Care Directive(s), and Nomination(s) of Guardian.
- Comprehensive Estate Planning Services
- Experienced Legal Team
- Simple & Personalized Process
Will Creation California
A Will is a legal document where you provide certain instructions to be carried out in the event of your death. Any individual may create a Will to ensure that their assets, property, and personal belongings are distributed according to their wishes.
Plan your estate to protect assets, avoid conflicts, support family, reduce taxes, choose guardians, state healthcare wishes, manage business interests, and create a legacy.
Designating a guardian for any minor children in the event of your passing, protecting your family and assets for future generations.
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Creating and Managing Trusts
Step 1
Choose a trustee to manage and execute the terms of your trust in California.
Step 2
Options include yourself, a family member, a friend, or a professional trustee. Pick someone trustworthy and competent.
Step 3
The next step is to fund the trust by transferring assets like real estate, bank accounts, investments, and other valuable assets into its name.
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PROTECT YOUR LEGACY
California Power of Attorney
A Power of Attorney designates power to another individual to act as an Agent when the Principal is unable to act for themselves (such as when the person is incapacitated) — that power is generally limited to financial matters of the Principal.
Why Do I Need A Power Of Attorney?
- A Power of Attorney lets someone you trust make decisions for you if you can't.
- POA's are customizable, can be changed or revoked, and is important for estate planning.
- A Power of Attorney can help avoid potential conflicts or disputes among family members by clearly outlining who has the authority to make decisions.
Advanced Health Care Directive
Having an Advanced Healthcare Directive allows you to designate someone to can make medical decisions on your behalf, during times you cannot make that decision yourself. This can be limited and typically accompanies a HIPPA release, authorizing the same or another agent to receive and share your medical records.
- Advanced healthcare directives can help ensure that patients receive the care they want, even if they are unable to communicate their wishes – Healthcare providers are more likely to follow the instructions outlined in an advanced healthcare directive, leading to better quality of care for patients
Start Creating Your Plan Today
Contact Us Today to Get Your Estate Plan, Will, Trust,
or Advanced Healthcare Directive Started
Probate Issues - California
Unless property is in a trust, the transfer of some assets (regardless if listed in a will) requires court involvement. This is almost always a lengthy and costly process, which we here help you navigate around and avoid where possible. ‘
Seeking guidance from a probate attorney is essential. They will assist you in navigating the complex process, understand your rights, prepare paperwork, and represent you in court. An attorney can offer valuable advice to help you avoid challenges.
Without a skilled probate lawyer in California, you may face delays, beneficiary disputes, paperwork errors, tax issues, and asset losses. A good lawyer can help you navigate the process smoothly, avoid mistakes, and settle the estate efficiently.
Asset Protection
Asset protection involves several different goals: to protect existing assets from potential future creditors, to ensure that assets are preserved for the benefit of heirs, to minimize tax liabilities, and to maintain privacy regarding one’s financial affairs.
