An Overview of Estate Planning
Competent and well thought out estate
planning isn't just for the wealthy. You don't need to
own a massive estate to benefit from creating a sound financial
plan or to realize some of the advantages that were once reserved
for the richest Americans.
Whether or not you realize it, you already have an estate,
which is merely a way of describing your total assets. The
wealth you've accumulated so far, and that which will be added
in the future, can be subject to a wide array of forces and
laws. While careful investing and money management can help
you attain wealth, changes in the tax laws can expose your
assets to many vulnerabilities that a qualified estate planning
attorney can anticipate and help you avoid.
California estate planning attorney
Sam Mamola will guide
you through the maze of available plans and options available,
no matter your wealth level. With the price of homes and other
assets near their highest levels, you possibly have more wealth
than you ever dreamed possible. Securing your family's future
by protecting those assets should be a high priority.
A sound estate plan will take into consideration both your
desire to protect your assets and your plans for their inheritance.
You don't need to be listed in Fortune Magazine to be concerned
about making sure that your assets are distributed according
to your wishes.
The perfect estate plan, above all else, is personal. An experienced
estate planning attorney can do more than list your options.
Knowing which plans and methods can best help you achieve your
personal objectives and how to implement them separates excellent
plans from merely functional ones. You may already be familiar
with Living Trusts, Wills,
and the Federal Gift Tax laws, but knitting them all together
in a plan that meets your needs is best handled by competent
An increasing number of people each year in Los Angeles are
subject to Federal
Estate Taxes and there is ever-increasing family contention
and litigation following a death. To make sure that your assets
are secured, and that they will go to those you choose to receive
them, requires a sound estate plan. No plan of this type can
come about by accident, through non-attorney "trust services",
or through internet forms and self-help software. A qualified
California estate planning attorney, with extensive training
through WealthCounsel and CEB, can help you achieve your goals
and provide a solid plan to retain your assets.
THE MAMOLA LAW FIRM, APC is conveniently located throughout Orange County. For additional information, please contact us at (949) 333-6543.