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California Estate Planning Attorney
Family Law Agreements
Business Agreements
Business Agreements
Your life and financial situation are unique and your estate plan should be unique as well. For any size estate, small or large, your estate plan should work during your life and distribute your property as you intend. It should strike a comfortable balance between lifestyle and tax savings, and should work for both you and your family and include those with special needs. When the law, your life situation, or your intentions change, you will want to be able to amend your estate plan to fit your new situation.
An estate plan tailored to your situation is best obtained by meeting with a knowledgeable estate planning attorney who listens to you and explains your available estate planning options. Any existing estate plan should be reviewed. Most should be updated to reflect changes in the law and in your life situation. This includes births, deaths, injury, divorce, remarriage and changes in relationships.
Any Pre-nuptial Agreements, Post-nuptial Agreements, Marital Settlement Agreements, Buy-Sell Agreements and LLC, Partnership, and other agreements should be examined to determine their effect upon your estate planning options.
Your titled assets, including real property, financial accounts, vehicles, partnership interests and corporate shares, should all be reviewed. Assets held in certain forms of title, like joint tenancy, should be re-titled so that your estate planning intentions are not defeated by having such properties pass to unintended recipients outside of your estate plan. Similarly, beneficiary designations on insurance policies and federally regulated accounts, such as IRAs and 401k plans, must be reviewed to insure against distributions that cause unintended tax and other consequences.
