Law Offices of Arthur S. Brown, APLC
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General Information
Locality: Carlsbad, California
Phone: +1 760-438-5599
Address: 5741 Palmer Way 92010 Carlsbad, CA, US
Website: www.whyprobate.com
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Creating an estate plan is more about what stage you are in your life rather than your age. We tailor our Trusts to your individual needs during each stage of your life.
It is important to know how different tax laws will affect not just you but also your beneficiaries when creating an Estate Plan. That is why we're here to help you understand those different tax laws.
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.
It is important to understand the basics of Estate Planning before jumping right in. We can help answer any questions you have during a Complimentary Consultation.
We're here to make sure you don't leave anything out in you Estate Plan.
You’ve worked hard to accumulate assets and protecting them with a trust is a good idea. Just don’t forget the final step of funding the trust.
Disinheriting a family member means you've prevented them from receiving anything of your estate. And sometimes it is not as simple as leaving them out of your will.
It is important to understand the roles of everyone involved in you Estate Plan, and they understand their role as well.
Unfortunately, even family members can be accused of Elder Financial Abuse.
A skilled advisor can help you avoid "tax torpedoes".
This is why you want to go the Trust Administration route and not the Probate route.
Because the special needs process required by Medicaid and the SSA is a constantly evolving process, it is always a good to review your special needs estate planning documents every three to four years.
An estate planning attorney helps you avoid problems you would not anticipate. For example, if your family includes a special needs individual, leaving money to them could result in them losing government benefits. We are here to help you figure out what is best for you and your loved ones.
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