In California, if you own real property, such as a house, or have at least $150,000 in assets, you need estate planning. Estate planning is the process of ensuring you can control what happens to our "estate" after our death. Virutally everyone does have some form of estate, from a simple heirloom through to a complex network of assets.
However, estate planning is not simply limited to possessions - estate planning can include anything from your instructions should you become unwell enough to make coherent decisions for yourself, naming of guardians to care for your minor dependents, and instructions for the values you would like passed down. Estate planning also encompasses providing for transfers of businesses and minimizing tax and legal burdens. It is a complex field of law requiring expertise across several different legal disciplines.
Simply, an estate planning lawyer can guide you through the process of legally taking charge of your estate, ensuring that your wishes are carried out, your tax burden is minimized, and all of your bases - including those you may never even have thought of - have been covered.
Sexton Estate Planning has over 22 years of experience and will create an incredible estate plan that will make you proud of your legacy. Our 22 years of compassion and expertise will accompany you every step of the way.
We pride ourselves in taking all the time and effort that is necessary to create an unsurpassed foundational estate planning for you and your family. Every individual and family is different and everyone deserves a well-crafted unique estate plan.
The future is right around the corner. It would be my pleasure to meet with you and give you a complimentary consultation. At the consultation I can apprise you of what will happen currently without proper foundational estate planning. We can then build an incredible plan together that will serve you for years to come. Estate planning is not about negativity but simply being prepared. It is the continuity of your legacy, and protecting your loved ones who will live beyond you.
There is also no need to overcomplicate the topic. Simply taking an inventory of all your assets and liabilities, and considering those who will be affected by your death, and where you would like the assets to go, will be an excellent place to start. Bring this information to an estate planning attorney who can then guide you from there.
Please get in touch with us through our contact form, or call us on
(714) 615 - 7799
We would love to help you get started!