You have dedicated a good part of your life to working hard and building wealth—and assets. Now that you are at midlife or beyond, you’re likely asking yourself: Who will manage my assets and wealth that make up my estate when I’m no longer able to make decisions? After I pass away, who should inherit them? Estate planning is about answering these critical questions.
Estate planning allows each of us to leave clear instructions as to who will make important personal and financial decisions on our behalf when we’re no longer able to do so, how we desire to have our estate managed, to whom we wish to leave our assets. Without an estate plan, the court could determine your estate’s division, without regard to your wishes.
If you don’t have an estate plan in place, it’s never too early to make one.
The first step in effective estate planning is to talk to a reputable attorney with proven experience in writing wills, setting up trusts, and handling other aspects of the estate.
The wills & trust attorneys at Weiner Law are here to guide you through the entire estate planning process. We can help you assign financial and medical power of attorney, write a last will and testament under California law, set up a trust, and much more. We’re here to ensure that your wealth and assets remain adequately safeguarded, as well as to provide for long-term security for your family and loved ones.
Contact us to schedule a complimentary, no-obligation evaluation with a member of our San Diego estate planning attorney firm to find out more about our process.
When it comes to estate planning, which is better: a will or a trust? The answer depends on many different factors—in some situations, you may need both. Deciding how you want your estate managed and distributed after you’re gone may be the most important thing you’ll ever do for your family and yourself. That’s why it’s so essential to make informed decisions about the best way to manage your estate.
It’s never too early to take steps to protect and manage your assets.
At Weiner Law, our San Diego estate attorney team is dedicated to providing our clients with the honest, professional advice they require to make the wisest decisions possible when it comes to planning their estate.
To set up a evaluation at no cost, please schedule a complimentary evaluation with one of our attorneys to learn how to start the process. We serve clients throughout California.
Weiner Law
12707 High Bluff Drive Ste. 125
San Diego CA, 92130
(858) 333-8844
