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 especially if they own real estate. 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.
What Trust Will Best Meet Your Financial Goals?
I help clients create a trust tailored to their family’s needs. When used effectively, a revocable trust allows you to:
- Control your assets while you are alive
- Avoid probate
- Reduce or eliminate potential estate tax
- Leave detailed instructions for money left to children or left for the care of minor children
- Avoid having a conservator appointed to control your assets if you become incapacitated
As a Fullerton, California, revocable trust attorney, 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.