Creating an estate plan is one of the most important steps you can take to protect your assets in the event of death or incapacity. These plans empower you to choose how your assets are distributed and to whom, and they are too important to leave to chance.
At Avant Law Corporation, our San Diego estate planning lawyers have over 200 years of combined experience working with clients and families to create individualized plans that help them achieve their personal goals and honor their values.
Contact us today in La Jolla, CA, to schedule a confidential consultation to learn more about the estate planning process.
Why Choose Avant Law Corporation to Help with Your Estate Plan in La Jolla?
Preparing an estate plan can feel technical and overwhelming, but you don’t have to do it alone. Our experienced La Jolla estate planning attorneys will help you develop a plan that reflects your long-term priorities and honors your wishes both during your life and after your passing.
When you choose Avant Law Corporation to create your estate plan, you can count on:
- Personalized advice that accounts for your unique goals, family structure, and values.
- Strategic planning to protect your wealth and reduce tax exposure.
- Clear explanations of wills, trusts, and other planning tools.
- Ongoing support to keep your plan current as your life evolves.
At Avant Law Corporation, we understand California estate laws and how they affect your plan. We’ll make sure your estate plan is complete and compliant with the law. Call us today to learn more.
Why Hire a La Jolla Estate Planning Lawyer to Help Create Your Plan?
Estate planning requires extensive knowledge of trust laws, probate laws, and other statutes that affect how your preferences and assets are treated in the event of incapacity or death.
Hiring a La Jolla estate planning attorney can help you:
- Protect your assets from excessive taxation and other legal complications
- Ensure your loved ones are financially secure
- Plan for incapacity or long-term medical care
- Dedicate your assets to a favorite cause or charitable organization
- Avoid probate and unplanned claims against the estate
- Create a business succession plan that ensures continuity
- Draft accurate, enforceable documents that hold up to legal scrutiny
Call Avant Law Corporation today to learn more about how an estate planning lawyer can help you achieve your goals and leave a lasting legacy.
Overview of Estate Plans in California
Estate planning helps you to avoid probate, reduce taxes, and ensure that your wishes are carried out should you become incapacitated or pass away.
An effective estate plan typically includes several key legal documents, including:
- Last Will and Testament – A will allows you to specify how your assets should be distributed and name guardians for minor children.
- Living Trust – A trust allows a designated trustee to manage and distribute assets on behalf of beneficiaries, according to the specific instructions set by the grantor. It also offers protection from creditors and helps avoid probate.
- Durable Power of Attorney – This document gives someone you trust the authority to manage your financial affairs if you’re incapacitated.
- Advance Health Care Directive – Also known as a “living will,” this document allows you to state your medical preferences and appoint a health care proxy if you can’t communicate or make informed decisions.
- Beneficiary Designations – Certain assets, like life insurance or retirement accounts, bypass your will and should have up-to-date beneficiaries.
- Guardianship Designations – Parents of minor children should name a trusted guardian in the event of an untimely death.
Every person can benefit from an estate plan that incorporates one or more of the above tools.
Contact Us Today for Assistance From an Estate Planning Lawyer in La Jolla
No matter your age or the size of your estate, it’s never too early to begin the estate planning process.
At Avant Law Corporation, we have extensive experience planning for all types of clients, including blended families, high-net-worth individuals, business owners, and clients with charitable or special needs concerns. Contact us today to schedule your confidential estate planning consultation.