Estate Planning and Probate

Experienced Sacramento Estate Planning Attorney

You have worked a lifetime accumulating assets and property, it is critical to preserve and protect those assets. Estate planning and asset protection can give you peace of mind in the event of a debilitating illness, or attack from creditors. A Sacramento estate planning attorney can ensure a smooth transfer of your estate to the special loved ones in your life, in accordance with your exact specifications.

ESTATE PLANNING INFORMATION

Based in Sacramento, and serving clients throughout Northern and Southern California, the Sacramento estate planning lawyers at the StoneCrest Law Firm, P.C. assist individuals and families with their estate planning needs.

Our clients appreciate the level of attention they receive and the quality of the legal services we provide. We have clients who request that we handle their estate planning after handling their divorce, bankruptcy, real estate or business transactions. Our success is measured by the number of referrals and repeat clients we obtain.

The firm’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. We excel in guiding our clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Our experienced estate planning attorneys considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, we will help you to craft a plan that achieves your goals for your loved ones today and for years to come.

Our attorneys enjoy remaining up to date and educated on a variety of topics including family wealth planning, wealth preservation, and asset protection of inheritances. They pride themselves on their ability to truly listen to their clients and to translate their vision into estate plans that meet their desires and expectations. They appreciate the unique composition of each family and know firsthand that thoughtful, creative customized planning can maximize both financial security and harmony therein.

Estate planning is important to do at any stage of your life, if you own a home or have more than $100,000 in assets you most likely need a revocable living trust, which is a powerful estate planning tool that will allow you to avoid probate. Probate is an expensive and time consuming process that will cost your beneficiaries thousands of dollars! Living trusts can also save you nearly 50% in estate taxes!

If you do not own a home or have significant assets or life insurance, and if you do not have young children then a living trust may not be for you, but you still need the important planning protection that a will and powers of attorney can provide. In addition if you have minor children under the age of 18 establishing both temporary and permanent guardianships are critical to ensuring that your children do not end up in foster care or at the mercy of an overcrowded burdened court system should you be unable to take care of them. Don’t make the mistake of assuming that a certain family member would automatically be chosen, take the responsible steps now, you owe it to your children to make sure they are taken care of in case something happens to you.

Sacramento Estate Planning Law Firm

Our experienced Sacramento estate planning attorneys provide a full range of estate planning services, including the following:

We understand you worked hard to accumulate your assets, and you want to preserve as much of your estate to dispose of as you see fit. We will work hard to meet your goals and accomplish your desires in the most cost-effective manner possible. Our goal is to meet and exceed your goals.

Contact a Sacramento Estate Planning Attorney

For further information or to discuss your estate planning issues, we invite you to schedule a free confidential consultation with one of our experienced California estate planning attorneys by calling us at 916-999-1376, or filling out our contact us form on our website. The confidential consultation is free.

Have A Trust Already? Do Any Of These Situations Apply To You?

Review the below questions for a quick assessment of if you need to plan or update any planning that you may have already done. Do any of the below questions apply to you? If so you will need to be fully protected in case the unexpected or inevitable happens sooner than you expect it to:

  • Do you need to update an old will? Have you recently moved or gotten married? Our fees for updates are extremely reasonable.
  • Do you have specific wishes for distributing assets from your estate? Make sure they go to whom you want and how.
  • Do you have minor children? Make sure you provide for their care, education, etc.
  • Do you have children from a previous marriage? Make sure that they are included.
  • Do you have any children with special needs?
  • Is your estate potentially subject to estate taxes?
  • Do you have family owned property or businesses?

Without the protection that legal instruments such as Wills, Trusts, and Power of Attorney documents offer, the courts and not you will decide what happens with your assets and your children. Do not let California decide what happens with your assets and avoid/minimize estate taxes!

We are experienced Sacramento Estate Planning Attorneys.  We have helped hundreds of individuals and families plan for the inevitable through estate planning techniques including the preparation of revocable and irrevocable living trusts, spendthrift trusts, special needs trusts, wills, powers of attorney for medical and business, living wills, medical directives, and guardianship provisions for minor children.   

We are also experienced Sacramento probate and trust administration attorneys and understand the difficulties of settling estates once your loved one has passed. Our estate planning attorneys are experienced and caring and will walk you through how to make and express some of the difficult decisions you need to make.  You will have a great sense of relief and satisfaction once your estate planning documents have been finalized.  Our estate planning attorneys can guide you with great legal advice and the strategy needed to get you the results you want.  Contact us today to schedule your complimentary attorney consultation by clicking HERE or by calling 916-999-1376. We look forward to helping you with all of your Sacramento estate planning needs.

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The StoneCrest Law Firm and their California attorneys serve professionals, executives, individuals, investors, inventors, companies and families with all of their legal needs. We currently have offices in Roseville, Sacramento, Folsom, and Elk Grove, as well as we pride ourselves in serving clients in all of Northern California and Southern California. Our clients also come to us from the areas of Sacramento and Roseville including the communities of Sun City, Davis, Natomas, North Natomas, Elk Grove, Lincoln, Loomis, Rocklin, and Granite Bay. Many clients are located in the cities of Auburn, Folsom, El Dorado Hills including the community of Serrano, Shingle Springs, Placerville, Rancho Murrieta, Rescue, Orangevale, Fair Oaks, East Sacramento, West Sacramento, Rancho Cordova, and Citrus Heights. We also serve many clients through efficient time saving ways in communities including, Fairfield, Vacaville, Walnut Creek, Chico, Paradise, Marysville, Yuba City, Redding, Red Bluff, Stockton, Modesto, and Lodi. We also serve clients in the Southern California areas of Orange County, Los Angeles, Riverside, San Bernardino and San Diego.

For more information about real estate law law how to relieve debt, real estate issues including short sales and foreclosure, for sale by owner, FSBO, California For Sale by Owner attorney, real estate disputes, chain of title, clear title, easements, property line boundary disputes, deed in lieu of foreclosure, estate planning including living trusts, wills, power of attorneys, business and corporate law including formation, contract drafting and disputes, real estate law, intellectual property law including copyright, trademark, trade secret, licensing or to set up a consultation with one of our Sacramento lawyers, please contact the Sacramento attorneys at the StoneCrest Law Firm, P.C. All legal consultations are strictly confidential under attorney-client privilege.

Our Sacramento attorneys also serve the communities in and around Sacramento County, Placer County, El Dorado County, Sutter County, Yolo County, Solano County, Yuba County, San Joaquin County, and Santa Clara County.

For an experienced Real Estate Broker and Real Estate Attorney please visit StoneCrest Realty or visit the our Sacramento Realtor blog.

The information on this site is not, nor is it intended to be, legal advice. Please contact us to obtain legal advice pertaining to your situation.

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