Proper Trust Planning for California Families
After you pass away, all your property, assets, and wealth will be divided and distributed to your beneficiaries. Many people know they need a will, but in most cases a will alone is not enough. Most people need a will and a trust that work together.
At my firm – the Law Office of Barbara J. Dibble – I help clients throughout Fullerton and Orange County, California, protect their money using trusts and other estate planning tools. I take the time to understand my clients' situations and the factors that will affect their trusts. Contact me online or call 714-515-5126 to schedule your free initial consultation.
Deciding Where Your Money Will Go
When used effectively, a revocable trust allows you to: (i) control your assets while you are alive; (ii) avoid probate;(iii) reduce or eliminate potential estate tax; (iv) leave detailed instructions for money left to children; and (v) avoid having a conservator appointed to control your assets if you become incapacitated. I help clients create a trust tailored to their family's needs.
I work with clients to create detailed instructions, dictating exactly what should happen with their assets and when. I discuss the big picture with my clients, looking at estate tax issues and the long-term ramifications of each option.
Contact me online or call 714-515-5126 to schedule your free initial consultation with an experienced attorney and learn more about the trust options available to you.