Stockton Estate Planning Lawyer, Stockton Estate Planning Attorney
Estate planning involves much more than simply drafting a will. The primary purpose of an Estate Plan is to help you examine your financial needs and assets in order to pass your wealth on to your heirs efficiently and privately. A good estate plan provides guidance for your loved ones under a variety of circumstances, including those in which you are no longer able to make decisions for yourself. Your estate plan should always include plans for the disposition of all your personal and real property, and any family owned businesses.
While the traditional “plan” included only a “Last Will and Testament” (and usually a lengthy probate court process), nowadays, many savvy planners will implement a living trust to pass their wealth on to the next generation and avoid any unnecessary court intervention. If you have real property or personal property that exceeds a combined value of $100,000, you need more than a basic will. You need an estate plan and an estate planning attorney who is dedicated to working with you to develop the most effective plan for you and your family.
Stockton estate planning attorney at The Friel Law Firm is a Law Firm provides a complete range of estate planning services. Our Stockton estate planning lawyer will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property, and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client. Our basic estate plans include the following items:
- Revocable Living Trust
- Pourover Will
- Power of Attorney for Financial Matters
- Power of Attorney for Health Care (Advance Health Care Directive)
- Certificate of Trust
- Community/Separate Property Agreement (If Married)
- Real property deed to fund your trust
You can also implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or to even provide for your pet. The following are trusts that the legal team at The Friel Law Firm can help you prepare:
- Married A-B Trusts
- Married QTIP Trusts
- Special Needs Trusts for Disabled Beneficiaries
- Honorary Trusts for the care of your pet
The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones. As events and time change your life, we will work with you to restructure your plan to fit your changing needs. A good estate plan is a flexible, “living” document that may dramatically change with important life events, such as having children, divorcing, marrying, or retiring. A good estate planning lawyer will ensure that your estate plan accurately reflects your changing life.
Stockton estate planning attorney at The Friel Law Firm is a Law Firm provides a complete range of estate planning services. Our Stockton estate planning lawyer will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property, and your wishes.
THE FRIEL LAW FIRM
A Northern California Personal Injury Law Firm
Call Toll Free:
(866) 955-1LAW(529)
We Have 9 Offices to Serve You:
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Stockton Injury Office
5250 Claremont Avenue, Suite 128
Stockton, CA 95207
Tel: (209) 955-1LAW(529)
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Sacramento Injury Office
1540 River Park Drive, Suite 101
Sacramento, CA 95815
Tel: (916) 444-1LAW(529)
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San Jose Injury Office
2880 Zanker Road, Suite 203
San Jose, CA 95134
Tel: (408) 993-1LAW(529)
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Fremont Injury Office
39899 Balentine Drive, Suite 200
Fremont, CA 94560
Tel: (510) 654-1LAW(529)
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Pleasanton Injury Office
4900 Hopyard Road, Suite 100
Pleasanton, CA 94588
Tel: (925) 225-1LAW(529)
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Oakland Injury Office
1300 Clay Street, Suite 600
Oakland, CA 94612
Tel: (510) 654-1LAW(529)
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Walnut Creek Injury Office
2121 N. California Blvd., Suite 290
Walnut Creek, CA 94596
Tel: (925) 225-1LAW(529)
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San Francisco Injury Office
225 Bush Street, 16th Floor
San Francisco, CA 94104
Tel: (510) 654-1LAW(529)
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Modesto Injury Office
1150 Ninth Street
Modesto, CA 95954
Tel: (209) 955-1LAW(529)
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We speak Spanish, Hmong and Vietnamese.
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