Trusts

Did you know a living trust can save the average San Diego homeowner around $30,000 in probate court costs at death? If you live in California and own real estate or other valuable assets, it is worth your while to research how a trust could benefit you and your family. Our aim is to help you navigate the complex world of estate planning so you can properly protect your family and your wealth. Our initial consultations are always free, and in that meeting we can help you identify which legal documents you should have in place to ensure that your wishes are fulfilled and that avoid massive fees. 

It is a fair question to ask, “what exactly am I trying to protect my family and my assets from?” The answer includes but is not limited to unnecessary tax, unnecessary government involvement, unnecessary probate court cost, unnecessary delays for transfers to beneficiaries, as well as divorcing spouses and other predators.

There is no one-size-fits-all estate plan and there is no silver bullet trust, but after a brief review of your specific situation we will equip you with the best combination of wills, trusts, real estate deeds, and durable powers of attorney to ensure a smooth process for you, your loved ones, and your assets when you are gone.

Contact us to set up an appointment for a free consultation by calling us at (760) 845-PLAN. That is (760) 845-7526.