Santa Clarita Estate Planning - Estate Planning For Families

Wills- Living Trusts- Guardian Nomination for Minor Children- Probate

There are two things you can’t avoid- death and taxes. That may be true- but you can make both of them easier to handle with some smart legal planning. This short report tells you how. But before I proceed, I would like to correct a common misconception that a lot of people have- that is, that estate planning is only for the super-wealthy. This is not true. If you own your own home and have kids, having a legal plan is important to the security and well-being of your family.

If you’re like most parents, your days are probably packed with a lot of activities between work (if you’re a working parent), your home and your children. I understand you are BUSY…you are planning for a life of prosperity and you value ease, efficiency and great, straightforward advice. While this report does not and cannot take the place of legal advice from a competent attorney, I am hoping that somehow it makes you think about your current situation… and hopefully steer you in the right direction to find the help that you may need… so let’s begin.

As responsible parents, we all share a common goal -and that is to give our kids the very best that we are able to give them. We do everything in our power to keep them safe, healthy and happy. But sometimes in the busyness of life, we can easily overlook some of the important legal planning necessary to make sure that no matter what happens to us, our kids will be OK.

As a Family Finance Lawyer, in my opinion, there are 5 things that every responsible parent should absolutely plan for:

  1. Choosing Guardians For Your Kids

Here’s something to think about if you have young kids: You spend hours agonizing over who stays with them when you run to the store or go to work. But have you given the same attention to who would be with them if something were to happen to you? Did you know that if something were to happen to you and your kids were left with a babysitter who has no legal authority to take care of your kids, the police may have no choice but to call Child Protective Services until they figure out what to do legally? I know that choosing a trusted person to take care of your kids if the unthinkable happens is probably not something that you’d like to even think about. But being a parent means that sometimes you have to be brave and do the right thing even when it is a bit difficult.

Our “Kids Protection Plan” allows you to choose trusted guardians who will care for you kids when you cannot be there for them. This is a set of legal documents that we can help you prepare that gives the people you choose the legal authority to care for and make decisions for your children in case something happens to you. These documents are not only for the short-term (as in case of an emergency) but for the long term as well in case of your incapacity or death.

By choosing both temporary and permanent guardians in advance and putting your wishes in writing, you can rest easy knowing that if anything happens to you, your children will always be taken care of by people you know, love and trust and the choice of who raises your children will not be left to a judge who doesn’t know you and has no idea of what you really want.

  1. Leaving Specific Directions To Your Loved Ones About What’s Important To You

While protecting and preserving your physical assets for the benefit of your children is an important part of legal planning, just as important are the intangible, often lost, Intellectual, Spiritual and Human Assets that are part of the legacy that you leave behind. Your specific directions ensure that your values and what’s important are passed on and that future generations can benefit from your values, stories, insights and experiences. This is where real wealth is made- and we have a proven process that works to make sure that this is accomplished.

  1. Having Someone To Take Charge of Your Finances When You Can’t

The worst thing that you can do is to leave your family with a big mess in case of a sudden illness or death. By planning in advance, your loved ones will know exactly how to take charge of your family finances should something happen to you, your spouse or both.

  1. Keep Your Family Out of Court With A Legal Plan That Works

A lot of legal plans fail every day because they are simply not updated and assets are not maintained properly. If you’ve already done some estate planning, make sure that your plan is reviewed regularly to keep up with any changes that may have taken place since it was prepared.

  1. Legally Protect Your Money From Probate and Estate Taxes

Unless your home and your accounts are owned properly, you may have no legal protection from probate, estate taxes, or both. Did you know that estate taxes and probate fees are completely voluntary and you may be unwittingly putting your family at risk of losing valuable resources?

In California, probate can take as long as 12-16 months. In the meantime, your loved ones will have to wait before any of your money or property can be transferred to them. If they have needs that are immediate, they may be deprived of much needed help. This is not something that you would want for them to go through, is it? You can avoid the expenses and delays of a long-drawn out court process that would make life difficult for your loved ones. Having a legal plan ensures that your hard-earned money is immediately and privately available to your chosen guardians.

Don’t be caught unprepared! A small investment of time now, guarantees your children would be taken care of by people you choose and they will be prepared to receive what you’re leaving behind if anything happens to you.

As Family Finance Lawyers, the focus of our practice is on helping families get their financial house back in order with legal planning. We are pleased to tell you that many of your neighbors have been counting on us to protect their family and their assets for quite sometime now since we opened our law office in 2001.

By planning ahead with your loved ones in mind, you can rest assured if anything happens to you, your children will always be taken care of by people you trust and their care will never be left in the hands of a broken court system. If you’ve already named guardians, chances are you’ve made at least 1 of the 6 common mistakes that people make. We can help.

We will help you take charge of your family finances so you are not caught unprepared. To introduce you to the many benefits of working with us, we invite you to come in for a FREE FAMILY LEGAL PLANNING CONSULTATION. During this session, we will help you identify your most critical needs.. and you will discover how easy it is to get your financial ducks in a row and do the right thing for your family.

Call our Valencia Office today at (888) 256-8581 to schedule your FREE FAMILY LEGAL CONSULTATION with a Family Finance Lawyer. You can’t keep putting this off any longer. Do it for your loved ones and someday, they will realize and appreciate what you have done for them. Imagine how they would feel at that time if the unthinkable ever happens. It’s bad enough that you’re no longer there...but to leave them clueless about what to do in your absence is something that you can help them avoid by doing something about it NOW.

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RJB Law Offices Inc.
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25000 Avenue Stanford,
Suite 262,

Valencia, CA 91355
Local Phone: 661.481.0658
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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.