Premier Estate Planning Lawyer in San Diego County
Estate Planning: Plan For Your Future
It can be very difficult to make plans for your estate, knowing that you won’t be around to make sure that things are executed according to your wishes. Because of this difficulty, it’s very important to have an experienced, competent estate planning lawyer to make your wishes known. The Law Offices of Steven Brian Davis have over 35 years serving San Diego County as a premiere estate planning lawyer.
Plan Ahead to Secure Your Wishes and Your Families Future
Without a well conceived and properly executed estate plan, your family might be left with a lot of questions and confusion at a time when they are mourning. If you do not have the right estate planning tools in place such as a living trust and will, then the state of California will decide how your assets should be distributed.
Our Estate Planning Services
At the Law Offices of Steven Brian Davis, we serve California families like yours with all of our estate planning services. Call us at 1-858-451-1004 for a free introductory consultation to learn how we can help you plan for the future. We provide comprehensive estate planning services including:
- Drawing up pour-over wills and living trusts
- Advance healthcare directives
- General and Durable Powers of attorney
- Nominations of conservators and guardians
- Insurance trusts
- Probate, conservatorship and estate litigation
- Minimize taxes
- Outline funeral arrangement requests
- Property transfers
What is an Estate?
Your “estate” consists of all property owned by you at the time of your death, including real estate, bank accounts, stocks and other securities, life insurance policies and all other personal property such as automobiles, jewelry and artwork.
We Keep Your Estate Plans Private
Whether you need to revise an existing will or create a comprehensive estate plan, we are available to serve families from our Carmel Mountain Ranch office located in the North County Inland corridor of San Diego County, California.
Make an appointment for a free introductory consultation with a lawyer by calling 1-858-451-1004 or by e-mail through our contact us form. We proudly serve Rancho Bernardo and surrounding areas.
There are several options when planning your estate. The most common is to create a will. This will is subject to probate court and is the simplest way to distribute your estate.
Finally, estate planning lawyers can sometimes be called upon to set up conservatorships or guardianships for adults who cannot care for themselves or children whose parental guardians can no longer made decisions for them. Since the ward’s rights are being severely restricted, it’s absolutely imperative that an estate planning lawyer considers all the legal and moral ramifications of that arrangement.
The Law Offices of Steven Brian Davis provide not just a lifetime of experience serving Rancho Bernardo and San Diego County, but also a client-first mentality towards planning your estate. With so many influential, difficult decisions, our ability to listen and communicate clearly is essential to making sure that your wishes are carried out.
A second option is to create a living trust, also called a revocable living trust. In this option, you transfer your assets to a trust, which contains your instructions for caring for you or distributing your estate should you become incapacitated or pass away. This second option is better as it avoids the headache of probate court and can avoid certain estate taxes.
However you choose to manage and distribute your estate, it’s equally important to leave your relatives with instructions for your healthcare and financial needs if you were to become incapacitated. With the advances in modern medicine, previously impossible medical situations have become much more common. An advanced healthcare directive, which is essentially a healthcare-specific power of attorney, can save your family lots of legal and moral stress should you be unable to make your own healthcare decisions.