Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or during your incapacitation. Overall, it provides you with much more control regarding your wishes for yourself, your loved ones, and your assets in times of uncertainty and inevitability.
What Is the Goal of Estate Planning?
1
Avoiding Probate
2
Transferring your assets to who you want, when you want, and how you want
3
Minimizing Taxes
4
Minimizing Administrative Costs
5
Fulfilling healthcare decisions during times of incapacity
6
Charitable Wishes
Estate Plan Process
1. Planning Session
This usually consists of a first meeting to discuss your assets and your estate planning goals. We will also discuss and decide all aspects of your estate plan.
2. Create Your Plan
This usually consists of a first meeting to discuss your assets and your estate planning goals. We will also discuss and decide all aspects of your estate plan.
3. Signing Plan
This usually consists of a first meeting to discuss your assets and your estate planning goals. We will also discuss and decide all aspects of your estate plan.
4. Estate Plan Maintenance & Review
As life changes, we want to make sure that your plan is updated and current. There are also changes in the law that could necessitate an update your estate plan. We are always happy to connect with you in subsequent years to make any updates.
About Alta Legacy Law
Why Choose Alta Legacy Law for Your Estate Planning
Estate planning can help establish a platform you can fine-tune as your personal and financial situations change. At Alta Legacy Law, we work with our clients to understand your goals to tailor your estate plan specifically to you. We provide services for clients in the South Bay area. We also provide services to clients throughout other Los Angeles cities. Due to the ability to provide services virtually, our firm can also provide legal services throughout the State of California. So, if you’re looking for the best estate planning attorney Torrance, CA, has to offer, look no further than Alta Legacy Law.