San Diego Securities Attorney Robert Weaver

 

Estate Planning

Estate planning is necessary to protect your assets for your heirs and make sure your wishes are clear. Our experienced estate planning attorney will take you thorought the process with the proper tools to complete your objectives.

We use The Estate Plan, a company founded by Henry W. Abts., best selling author of the book, "The Living Trust," to process our documents and implement our strategy.

Our trusts and associated documents are used extensively throughout the United States. They are updated regularly by experts in the field.

Among the services we provide are:

  • A Will giving direction for the distribution of your assets after your death.
  • Advanced Heath Care Directive or Living Will telling family and caregivers in how to administer your healthcare if you should become incapacitated.
  • Health Care Power of Attorney that designates another party to make medical decisions on your behalf if you should become incapacitated.
  • Financial Power of Attorney that designates another party to take care of your finances should you become unable to do so yourself.
  • Nomination of a Guardian with directions for the legal guardianship of any minor children after your death.
  • Irrevocable Trusts used to avoid probate and protect the value of your estate for your heirs or designated charitable organization.
  • Living Trust to use during your lifetime, establish a secure and regular income for loved ones and enable you to manage your funds in a way that avoids the expenses of probate.

We make sure the appropriate provisions are included in these documents to meet your needs and provide for easy administration.

We welcme the opportunity to work with your other advisors to provide knowledge that complements their work.

If you would like more information about estate planning or would like to schedule a consultation, please contact one of our San Diego Estate Lawyers at 858-488-4433.