About Us
About Us
San Diego Probate Attorneys
Our Firm
Our Firm
It is the most natural feeling in the world to want to pass on a legacy to your children. You have worked to accumulate assets that one day can help them to buy a home, pay for your grandchildren’s college tuition or provide a safety net to ensure that they never find themselves in financial peril.
San Diego Probate Attorneys was established to help you to transition your assets to the next generation in a way that takes account of your particular family circumstances.
How do we do that?
Getting To Know You
Getting To Know You
PROBATE & TRUST ARE DEEPLY PERSONAL
Every family that we work with has unique dynamics and varying concerns. Some people are concerned about assets being lost if they pass away and their surviving spouse remarries. Some are concerned about protecting their assets from future creditor issues, bankruptcies or lawsuits. For others the priority is to minimize estate taxes so that as much as possible of what is left behind will be used for the benefit of family members and not be lost to the IRS.
Uncovering what your specific priorities are is where our process begins. Only by getting to know you and your family dynamics can we be in a position to advise on what is the best plan for you.
This Is Not About Documents
This Is Not About Documents
Probate in California is not just about documents. Documents are, of course, the byproduct of much of the work that we do. Documents give effect to the specific objectives that you set. Our role is to guide you in the decision making process towards being able to set those objectives. Documents can be purchased online. It is the advice and guidance that distinguishes us as your San Diego Probate attorneys. A technically perfect document will lead to a failed probate plan if that technically perfect document doesn’t reflect the wishes of the client.
This Is About Assets
This Is About Assets
Comprehensive probate planning requires a full analysis of your assets. If you have assets that would go through probate after you pass away, we will want to transfer those into a trust. If you have retirement accounts, there are complex laws that govern how these accounts will be taxed when inherited by your family. These laws must be carefully analyzed alongside your specific objectives. If you have net assets that could potentially be subject to the federal estate tax, we will need to consider whether implementing certain advanced planning strategies may be appropriate with a view to reducing or even eliminating your family’s estate tax exposure.
PROBATE ATTORNEY IN SAN DIEGO CA
Three Meeting Process
Three Meeting Process
Our unique three meeting process is designed to ensure the implementation of a plan that will work for your family.
Meeting 1
We will look at what would happen with respect to your family and your assets if you pass away without a plan. If you have an existing estate plan, we will look at what happens under that plan. If you are not satisfied with the current situation, we will design a plan that accords with your specific objectives and gives you peace of mind.
Meeting 2
Around 4 weeks after your Family Wealth Planning Session, we will meet to sign all of your documents. This is not the end of the process. We will share with you your asset list with instructions.
Meeting 3
This is where we verify with you that the asset transfers and beneficiary changes have taken place. If there are questions, we address them. If there are assets that still need to be transferred, we continue to work with you to ensure that the asset transfer process is completed.
San Diego Probate Attorneys
Your Legacy
Your Legacy
We believe that your legacy is about more than just the financial assets that you will leave for your family. Many people want also to pass on their stories, experiences, insights and values to future generations. With all of our plans, we give you the opportunity to make a recording so that poignant moments and the wisdom acquired during your lifetime can be passed on to your children and grandchildren and beyond.
San Diego Probate Attorneys
Team Effort
Team Effort
There is a team in place at San Diego Probate Attorneys to ensure that the probate process runs smoothly and that you feel supported throughout. We are going to be discussing with you some of the most important issues that you will ever confront. We take this responsibility seriously. Everyone that you deal with at our firm is there to make your probate experience straightforward, fulfilling and sometimes even a little fun!
