Your family is counting on you to make sure that they are taken care of after you die. Improper estate planning can create a legal nightmare for your loved ones. On the other hand, proper estate planning, as created by the professionals at Curtis Legal Group, can make sure that the estate is transferred quickly and with a minimum of costs.
We analyze your assets and learn about your family and your goals. Then we make sure that you have the appropriate estate planning instruments to transfer your assets according to your wishes. Currently, a properly prepared estate plan can transfer up to $5.24 million without estate taxes.
Curtis Legal Group works closely with its estate planning clients to help them identify their personal objectives and create a strategy for asset distribution while minimizing the costs of meeting those objectives. The firm then provides the technical support necessary to carry out the clients’ wishes while preserving the assets of the clients’ estates.
Among the legal services that Curtis Legal Group provides:
Living or Revocable Trust. In California, this is the most common estate planning tool. It is used as a vehicle to avoid Probate, which can be expensive and time-consuming. You don’t have to be wealthy to create a trust for your family. . . more
Wills. Historically, this was the most commonly used instrument to transfer assets after death from the decedent to his or her heirs. Generally, if the gross value (before debts) of property passing under the will exceeds $150,000, the will must be administered by the probate court. . . more
Long Term (Dynasty) Trusts. Trusts can be testamentary (created by your will) or inter vivos (created by a separate document during your life). Curtis Legal Group can assist you with the creation of the proper type of long term trust which can protect property passing to your heirs from their creditors and future estate taxes. . . . more
Powers of Attorney. If you are incapacitated, these instruments can be used to have someone conduct your business and financial matters on your behalf. . . . more
Providing for Minor Children. In your will you can nominate a guardian to care for your child(ren) until they are 18. . . . more
Advanced Health Care Directive. An advanced health care directive (“AHCD”) names someone to make health care decisions for you if you cannot. This will also let your family and physicians know of your wishes for special treatment that you may want, or do not want, near the end of your life. . . . more
Probate. Probate is a term that describes the court-supervised process for transferring the assets of the deceased person to the beneficiaries listed in that person’s will, or if there is no will, to the heirs designated by law . . . more
Asset Protection. Asset protection is effectuated through numerous tools to protect your family’s wealth from future claims . . . more
Please call us at 1-800-LAW-3080 or contact us online to schedule a consultation.