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Estate Planning

Tuesday, February 12, 2019

Estate Planning Basics


For most of us, the need for estate planning is not to avoid estate taxes, but to transfer our estate to our beneficiaries without the need for a court ordered probate and to do so with as little fuss and complications as possible. That is why an up to date living trust and pour-over will is an important estate planning tool to transfer wealth to your beneficiaries. The alternative to not having these estate planning documents is not pretty. What happens is that the court determines who and how much of your estate is to be transferred. In addition, court fees and attorney fees will take a much larger percentage of your estate than you would like, meaning a lesser amount to the beneficiaries of the estate.
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| Phone: 858.717.8035
440 Stevens Avenue, Suite 200, Solana Beach, CA 92075
| Phone: 858.717.8035

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