Estate Planning Attorneys
in Vista, California

Planning for the Future Is Crucial

BORG NORRIS has a long track record of success in resolving a variety of estate planning conflicts for a diverse array of clients.

We want to help you create a customized estate plan that reduces the chance of leaving your loved ones in a state of chaos with many unnecessary, emotional problems to deal with after your passing. Our trusted attorneys have the experience to help you at every phase of the process and facilitate a reduced risk of serious problems. Our lawyers at BORG NORRIS believe an estate plan must be as unique as the individual to whom it belongs. To avoid hardship down the road, turn to us to help you draft documents that honor your specific family's needs and your own wishes.

Wills & Trusts: What You Need to Know

Having the proper legal documents in place can alleviate the stress your family members will face one day. Many people start off with a will. This is a way to make sure that your assets will be transferred to the appropriate people. It is completely up to you as to how you want to divide your belongings. A will can always be updated throughout your life for a number of reasons, such as a change in family structure.

It is true that a trust can help you totally avoid the court process of probate. In most cases, a trust is preferable to expedite the administration of your estate or provide for you if you become incapacitated. Trusts grant an individual or organization the power to manage property and assets on behalf of the grantor according to the terms set out in the trust document.

In a revocable living trust, the grantor maintains control of the property in the trust until their death, allowing them to make changes to the terms of the trust to reflect the evolution of their estate. Our attorneys are here to help you with any issues and questions surrounding revocable trusts.

Assets held in trusts are subject to taxation, but a grantor may make provisions that can reduce the impact of state and federal taxes on the estate.

Make Your Wishes Known by Setting Up Powers of Attorney

Establishing a power of attorney for health care and another for your financial concerns can provide your loved ones with a legally sanctioned plan of action in an event where you are not able to speak for yourself. With a medical power of attorney put in place, your physician has a clear directive of your end-of-life choices and can act in accordance with your wishes. A power of attorney may sound simple and straightforward, but there are complex considerations that are appropriate to discuss during estate planning.

We Can Help: Call Today

It’s understandable if you do not want to think about life after death; however, it is important to protect both your assets and your family. One forgotten feature of estate planning is making provisions for yourself if you live while incapacitated. No matter what your situation is, you deserve an estate plan and legal service tailored to you. Our attorneys are here to assist you. If you live in or near Vista, Carlsbad, Oceanside, San Marcos, or Fallbrook, California, we're ready to assist you. Contact us today to schedule a consultation.