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Estate Planning – Trust Litigation – Inheritance Disputes – Product Liability – Probate & Business – Trust Administration – Tax Planning
Our team of highly accomplished attorneys specialize in estate planning. We tailor estate planning to your individual situation and objectives. When you work with the team here at Law Stein Anderson, we’ll show you exactly where to start when estate planning. We make the process easy.
Inform Your Loved Ones About Your Estate Plan
Communication with your loved ones regarding your estate plan is crucial. By openly discussing your intentions, you can minimize the potential for confusion or disagreements. This transparency promotes a sense of unity and cooperation among family members, fostering an environment where everyone is on the same page regarding your wishes.
Beginning Steps of Estate Panning
Identify Goals: First, we’ll sit down to discuss your goals. For many clients, they aim to secure their loved ones’ future.
List Assets & Debts: Compile an inventory of your assets, such as property and investments. Moreover, you’ll compile a list of liabilities such as loans. The list will provide us with a clear overview of your financial standing.
Documents: Together, we will draft a will, discuss trust options, designate someone to make medical decisions on your behalf, and appoint an agent to manage your financial matters.
Consider Tax Implications: We’ll help you understand potential estate and inheritance tax implications and explore strategies to reduce such tax burdens.
Plan With Professionals
Attorneys specializing in estate planning guide clients through the process by ensuring that all documents are in order. Moreover, they verify that the filing process, such as notarization, has been completed. Having an attorney through the estate planning process guarantees there are no mistakes.
Goals of Estate Planning:
- Put your plan in writing.
- Avoid lengthy and costly probate.
- Minimizes taxes.
Trust In Us.
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SOUTHERN CALIFORNIA ATTORNEYS
We are an industry-leading estate, trust, and probate attorney serving clients with estate planning Irvine in CA and surrounding communities within Orange County, including Newport Beach and Laguna Beach.
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