What Is Estate Planning?

Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there.  Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.

Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will (also called an Advanced Directive)

HIPPA

Temporary Emergency Guardianships

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trust

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Pet & Gun (NFA) Trusts

Creating An LLC

Creating an LLC is a powerful way to protect your personal assets from business liabilities. By separating your personal finances from your business, an LLC shields your home, savings, and other assets from potential lawsuits or debts related to your business activities. This structure provides peace of mind and a solid foundation for long-term financial security.

What Clients Are Saying…

⭐⭐⭐⭐🌟

Joseph set up a living trust for us and we were very happy with the service. He is very knowledgeable, and was able to explain the “legal jargon” to our level. We will not hesitate to call on Joe for our future needs.
– Sharon H.

Joe has handled numerous legal items for me including the creation of my family trust. I always appreciate his getting to the heart of an issue and providing the guidance I need. I highly recommend his services. He’s also a wonderful person!
– Sherry M.

Questions Your Attorney Will Ask You…

 List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

  A recent bank statement

 List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

  A copy of the deed to any real estate you own – if you can find it

 Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

 Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

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📍 1350 Columbia St UNIT 500, San Diego, CA 92101