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Protect Your Assets by Planning Your Estate

Are you in need of Orange County estate planning services? Our team of experienced attorneys is here to assist you. A comprehensive estate plan is vital for safeguarding your family, business, and personal interests. California inheritance laws are complicated. Therefore, having a qualified estate planning attorney by your side is essential.

Law Stein Anderson’s estate planning attorneys are dedicated to protecting your assets. We offer tailored guidance and recommendations on various strategies, including insurance policies and trusts, designed to preserve and grow your family’s wealth. By enlisting the assistance of our skilled professionals, you can enjoy the peace of mind that comes with knowing your loved ones will be well provided for. Contact us today to ensure a secure future for your family.

The Three Goals of Estate Planning in Orange County

  1. Put your family’s game plan in writing. A properly drafted will and trust direct how your assets are handled at your death. You also get to choose who oversees that process. Otherwise, California law will determine how your estate is handled.
  2. Avoid probate. Probate is a court proceeding that is both expensive and time-consuming. Probate takes about two years to complete. Our firm has an online probate fee calculator that can show you how expensive it is. For example, probating a million-dollar house in California costs about $46,000.
  3. Save on taxes. There are many taxes to avoid at death. Such taxes include income tax, estate tax, and property tax reassessments. A good estate plan minimizes taxes.

At Which Age Should I Start the Estate Planning Process?

At Law Stein Anderson, we firmly believe in the importance of proactive estate planning, regardless of age. Asset protection should be a priority from the moment one begins accumulating wealth and acquiring property. For some, this may start as early as 30. Our estate planning services encompass the creation of essential documents such as last wills and trusts. We guide clients of all ages and stages of life through the estate planning process and ensure that their hard-earned assets are protected and passed on as they wish.

Estate Planning Attorney Orange County CA

Tasks involved in estate planning include:

  • Creating a will or living trust
  • Naming an executor
  • Establishing guardians for dependents
  • Setting up power of attorney
  • Creating a healthcare directive
  • Naming beneficiaries

Read our latest articles on estate planning:

April Newsletter: How to Leave Your Wealth Wisely — Inheritance, Beneficiaries & Trust Strategies

Over the next 20 years, an estimated $84 trillion in assets is expected to change hands from older Americans to younger Americans in what financial experts are calling the “Great Wealth Transfer”, as referenced in a study from USAToday. Our April newsletter provides helpful tips on how to leave your wealth wisely when it comes…

Continue Reading April Newsletter: How to Leave Your Wealth Wisely — Inheritance, Beneficiaries & Trust Strategies