info@rassmanlaw.com
760-930-8080
1901 Camino Vida Roble, 112, Carlsbad, CA 92008
Carlsbad Estate Planning

Estate Planning is a multi-step process that generally accomplishes two goals, namely to

1) allow you to live as you wish, enjoying the fruits of your labor, and

2) preserve your wealth on your death to ensure the future prosperity of your loved ones.

It is also a customized process – not a one-size-fits-all estate plan, but rather a plan that requires attention to the financial, healthcare, familial and personal needs of each unique client which is why at Rassman Law, we will work together to balance your priorities and support your loved ones. More than just a matter of dollars and cents, our estate planning attorney Carlsbad CA, gives peace of mind to you and those closest to you.

Without an estate plan, distribution of your assets on death is determined by California law, without regard to your preferences. One of the many important factors why Choosing a trusted and qualified will attorney Carlsbad CA is paramount for the success of your estate plan.

If your answer is “yes”, you need an Estate Plan:

  • Are you supporting loved-ones, married or do you have children?
  • Do you own a home?
  • Do you want to decide who inherits your assets on death?
  • Do you want to avoid the cost and time of probate?
  • Do you want to protect your assets from creditors, divorce or taxes?
  • Do you want peace of mind?

What is Estate Planning?

Is a multi-step process that generally accomplishes two (2) goals, namely to: 1) allow you to live as you wish, enjoying the fruits of your labor, and 2) preserve your wealth on your death to ensure the future prosperity of your loved ones. It is also a customized process – not a one-size-fits-all estate plan, but rather a plan that requires attention to the financial, healthcare, familial and personal needs of each unique client… which is why choosing a trusted and qualified estate planning attorney Carlsbad CA is paramount.

At RassmanLaw, we will work together to balance your priorities and support your loved ones. More than just a matter of dollars and cents, an estate plan gives peace of mind to you and those closest to you.

Estate Planning Carlsbad

Advantages of Estate Planning

Without an estate plan, the distribution of your assets on death is determined by California law, without regard to your preferences. Even worse, you can burden family members with difficult financial and healthcare decisions at a time when they can least afford it and a time of mourning. By planning ahead, you can mitigate and often eliminate these risks.  The advantages of hiring estate planning attorney Carlsbad CA include:

 

  • Save and/or defer estate, gift and/or income taxes in the event of death;
  • Avoid probate and other unnecessary Court involvement;
  • Determine who inherits your assets on your death, and supersede California’s default inheritance laws;
  • Provide for a surviving spouse and/or minor children on your death;
  • Plan for conflicts of interest that may exist in blended families (e.g. children from prior marriages);
  • Ensure funds are set aside for the education of children and/or other family;
  • Ensure funds are set aside for beneficiaries with special needs, who may or may not receive / need public benefits;
  • Nominate guardians for minor children;
  • Protect your assets from creditors;
  • Simplify trust administration;
  • Plan your financial and healthcare wishes in advance in the event of your incapacity;
  • Plan for business succession in the event of incapacity or death; and
  • Plan for charitable giving.

Estate Planning Costs

Estate planning at Rassman Law is provided on a “flat fee” basis.  After a free first conversation, you’ll receive a quote which, barring extraordinary circumstances, Rassman Law will not exceed.  Until your estate planning documents are signed, you may ask as many questions as you like, call Rassman Law law as often as you wish, and meet in-office with an estate planning attorney Carlsbad CA at your discretion – all at the flat fee quote provided to you.

Should I hire an Estate Planning Attorney Carlsbad CA for my Carlsbad estate planning?

It’s tough thinking about your own mortality, but even tougher to think about not leaving behind clear instructions regarding custody and finances. Even the most carefully conceived and drafted estate plan can’t, with 100% success, prevent disputes among family members and beneficiaries after death, which unfortunately happens more often than many would anticipate. Ambiguity in documents may lead to disputes between beneficiaries, who can end up in court arguing over your true intentions, and wasting your estate and their inheritance. If your medical care, finances and care of loved-ones is important to you, you shouldn’t risk ill-conceived estate plans, poor drafting, or using templates you’ve found online. Hiring an wills and trusts lawyer Carlsbad CA is the surest way to avoid the otherwise all-to-common pitfalls of do-it-yourself estate planning.