You have dedicated a good part of your life to working hard and building wealth—and assets. Now that you are at midlife or beyond, you’re likely asking yourself: Who will manage my assets and wealth that make up my estate when I’m no longer able to make decisions? After I pass away, who should inherit them? Estate planning is about answering these critical questions.
Estate planning allows each of us to leave clear instructions as to who will make important personal and financial decisions on our behalf when we’re no longer able to do so, how we desire to have our estate managed, to whom we wish to leave our assets. Without an estate plan, the court could determine your estate’s division, without regard to your wishes.
If you don’t have an estate plan in place, it’s never too early to make one.
The first step in effective estate planning is to talk to a reputable attorney with proven experience in writing wills, setting up trusts, and handling other aspects of the estate.
The wills & trust attorneys at Weiner Law are here to guide you through the entire estate planning process. We can help you assign financial and medical power of attorney, write a last will and testament under California law, set up a trust, and much more. We’re here to ensure that your wealth and assets remain adequately safeguarded, as well as to provide for long-term security for your family and loved ones.
Contact us to schedule a complimentary, no-obligation evaluation with a member of our San Diego estate planning attorney firm to find out more about our process.
Weiner Law
12707 High Bluff Drive Ste. 125
San Diego CA, 92130
(858) 333-8844