Providing The Tools You Need To Build
A Lasting Legacy
You have worked hard to accumulate the assets you have. Now, ensure they are treated according to your wishes and pass to those you love.
Giving Californians The Peace Of Mind They Need
To Feel Comfortable About The Future
Trusts
Advance Health Care Directives
Incapacity Planning
Power Of Attorney
Updating A Trust
Wills
Creating A Trust
Is An Act Of Love
It is an unfortunate fact that tens of thousands of Americans die every year with no will or other estate planning documents in place. At my law firm — the Law Office of Barbara J. Dibble, in Fullerton — I get that: No one wants to think about their own death. However, failing to plan ahead when you are healthy and of sound mind can create stress and financial strain for the loved ones you leave behind.
If you die without a will or a trust — what is known as dying intestate — California’s laws of intestacy will determine how many of your assets are distributed. This may or may not match your wishes. Creating a trust will ensure that you are in control of who receives your assets after you are gone. A trust also allows your heirs to avoid going through probate, which can take months or even years if a family member contests the court’s decision on who receives assets.
Using The Right Tools To Meet Your Needs And Achieve Your Objectives
Estate plans have a number of options to achieve people’s diverse objectives. I will review your family and financial situation in order to match you with the estate planning tools that accomplish your goals. I can also help you with ensuring your wishes concerning end-of-life health care decisions are known. Creating advance health care directives and power of attorney documents that clarify your wishes minimizes the stress for your family members if you become incapacitated and unable to make important decisions for yourself. I use the skills I have honed as a former teacher to give clear explain things clearly and answer questions thoroughly.
Does Your Existing Plan Accomplish Your Goals?
If you have an existing estate plan in place that has not been reviewed in the past five years, it is a good idea to make sure it still achieves your objectives. The circumstances that influenced the decisions you made may have changed. Finances change over time, people get married and divorced, children are born and people pass away. Together we can review the details of your current estate plan and see if there are any changes you want to make.
Clients Testimonials
Don’t Procrastinate Any Longer. Flexible Scheduling And Home Visits Are Available.
Evening and weekend appointments are available upon request.
Show those you love how much you care. Schedule a confidential consultation with an experienced Fullerton estate planning attorney. Call 714-515-5126 or use my online contact form to schedule a free consultation. I can answer your questions, review your situation and recommend an effective course of action.