Explore Your Estate Planning Options
Aging is an inevitability. By planning for the future, you ensure that your wants and needs are fulfilled. At Moses Estate Planning, we help you communicate your wishes to your loved ones while you still have the time and emotional energy to decide on a wise and complete legal plan.
Our firm focuses heavily on estate planning. We help you create a thorough and reliable will or trust that will guide your loved ones while still protecting your hard-earned property. For more information on how our legal team can guide you, call our firm at 310-894-8375.
Is A Will Or Trust Best Suited Your Vision?
A comprehensive estate plan must consider many different factors, including the full array of property and holdings, whether estate taxes or other tax burdens may apply, how probate may affect an estate and how to best protect property from financial vulnerability. In general, this leads people to select one or both of the following options:
Wills: Wills are one of the basic ways to provide for your estate. They help you establish responsible parties and plans of action for when you pass. Only a will can establish who should provide care for a minor child. Individuals with complex assets may find wills limiting, especially because property in a will may still be subject to cumbersome taxation. Moreover, any items not enumerated in your will may be made subject to probate.
Trusts: Trusts establish legal protections for your property and can provide for certain inheritance structures that benefit you if you have large holdings, very specific desires or many investments, property or businesses. They insulate property from debtors, taxes and probate. You cannot use a trust to establish guardianship.
Many people will use one or both methods for estate planning. We can help you determine a course of action that best suits your needs. We also assist business owners planning their estate.
Our legal team is ready and able to help you navigate California probate law. We put your priorities first. Schedule a free consultation today.