I prepare estate plans for individuals and families in Southwest Riverside County.  If you live in Temecula, Murrieta, Sun City, Menifee or the surrounding communities, let me work with you to craft an estate plan that serves your unique needs.  I have experience drafting AB trusts, living trusts, guardianships and wills, and will handle your personal concerns and sensitive financial issues in confidence.

I recognize that many people perceive estate planning to be a daunting process.  They may not be certain if and when they should initiate the estate planning process.  I encourage you to consult with an estate planning attorney if you were recently married, separated or divorced.  Additionally, if you have welcomed new children to your family or own real estate, preparing an estate plan would also be prudent.

Here are some of the advantages to preparing an estate plan:

• You can make a special bequest to a friend or relative.
• You can ensure that the executor will distribute your property according to your wishes.
• You may be able to lower or eliminate death taxes.
• You may be able to avoid the inconvenience, public scrutiny, and costs of probate.
• You can designate a guardian for your children.
• You can limit the amount of medical attention you should receive should you become incapacitated.

If you have any questions regarding estate planning, please contact us online or call us at (951) 677-5156 to set up a free consultation.  We will be glad to answer questions.