Planning for Everyone You Love and Everything You Have

Do you know what would happen to you, your loved ones, your money, if something unexpected happened to you? If you don’t have an estate plan, the state of California has a plan for you. The first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is satisfactory.

The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your lifetime.  One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes. For those with additional needs, we provide advanced estate planning services.

If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens.  At Deloso-Penacho Law, one of our areas of greatest expertise is protecting children.

Your Family Business Lawyer™ at Deloso-Penacho Law will educate you, take the time to get to know you, your family, your concerns, your goals, and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.

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