Estate planning ensures a client of an orderly passing of property
at his/her death, as well as providing assurance that assets and
personal affairs will be handled in accordance with the client’s
wishes.
Estate planning benefits include:
- Ensuring your property goes to the beneficiaries you want it
to
- Avoiding expenses and delays associated with probate
- Minimizing or eliminating California and Federal taxes
- Reducing or eliminating capital gains taxes on property transferred
at death
- Assuring that in the event you are not able to manage your estate,
someone else can be engaged on your behalf
- Protecting your assets
- Avoiding conflicts in the event it is necessary to appoint a
guardian for your minor children, or appoint a conservator to manage
your affairs
When choosing a California estate planning lawyer, it’s important
to look for a firm experienced in legal, tax and financial matters.
It’s no wonder so many Californians rely on Timothy W. Tuttle & Associates
for estate planning services.
Estate Planning Services
Preparation of All Manner of Estate Planning Documents:
- Tax and Non-Tax Considerations for Varying Net Worth Clients
- Special Considerations for Non-U.S. Citizens
Post Death Assistance:
- Advice to Heirs, Successor Trustees, Beneficiaries
- Asset Split Between Sub-Trusts
- Preparation of Documents to Transfer Title to Assets
- Tax Filing Requirements and Strategies
- Preparation of US and State Estate and Inheritance Tax Returns
- Preparation of Decedent's Final Return
- Preparation of Fiduciary (Trust & Estate) Income Tax Returns
- Preparation of Required Notification to Heirs and Beneficiaries
- California Probate Code Initial Notification Requirements
- Final Accounting to Beneficiaries and Assistance with Distributions
Contact Us for a Free Living Trust Quote!
We proudly serve clients throughout Orange County, Los Angeles, San
Diego, and across Southern California. For help with formulating your
Estate Planning or to find out about forming a California Living Trust, contact us on-line by sending email to
info@tuttlefirm.com,
or simply call us: 1.949.218.1500.
California’s Estate Planning Lawyer
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