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Estate Planning

Comprehensive Estate Planning

There is a common misconception that estate planning is difficult and expensive. As a result, they put off their planning until their later years or when they have a medical emergency. By then, it is often too late. Many immediate benefits can be gained from creating a comprehensive estate plan today. Moreover, it gives you the power to choose wisely for all of tomorrow’s possibilities.

Comprehensive estate planning involves creating a plan to manage and distribute your assets in the event of your death or incapacity. It typically includes various legal documents and strategies designed to protect your interests and ensure your wishes are carried out. It’s important to consult with an estate planning attorney or financial advisor to create a personalized estate plan that takes into account your specific circumstances and goals.

Advanced Estate Planning | Sandoval Legacy Group

Here are some key elements to consider when developing a comprehensive estate plan:

Will: A will is a legal document that specifies how your assets should be distributed after your death. It allows you to name beneficiaries, designate an executor to manage the distribution, and appoint a guardian for minor children if necessary.

Trusts: Trusts are legal entities that hold and manage assets on behalf of beneficiaries. They can provide added flexibility, privacy, and control over the distribution of your assets. Common types of trusts include revocable living trusts, irrevocable trusts, and special needs trusts.

Power of Attorney: A power of attorney document grants someone the authority to make financial or legal decisions on your behalf if you become incapacitated. It ensures that your affairs are managed by a trusted person of your choosing.

Healthcare Directive: Also known as a living will or advance healthcare directive, this document outlines your wishes regarding medical treatment and end-of-life care if you are unable to communicate or make decisions for yourself. It allows you to appoint a healthcare proxy who can make medical decisions on your behalf.

Beneficiary Designations: Review and update beneficiary designations on life insurance policies, retirement accounts, and other assets that allow for direct beneficiary designation. These designations typically override any instructions in your will, so it’s important to ensure they align with your estate planning goals.

Guardianship Designation: If you have minor children, you should designate a guardian who will be responsible for their care in the event of your death or incapacity. Discuss this responsibility with the intended guardian beforehand to ensure their willingness to assume the role.

Charitable Giving: If you have philanthropic goals, consider including charitable giving as part of your estate plan. You can specify the organizations or causes you wish to support and determine the assets or amounts to be donated.

Business Succession Planning: If you own a business, develop a plan for its smooth transition or continuation after your death or retirement. This may involve specifying a successor, establishing buy-sell agreements, or creating a business trust.

Review and Update: Regularly review and update your estate plan to ensure it reflects your current circumstances, including major life events such as marriage, divorce, the birth of children or grandchildren, or changes in financial situations.

Professional Assistance: Consulting with an experienced estate planning attorney or financial advisor is essential to create a comprehensive estate plan tailored to your specific needs and to ensure compliance with relevant laws and regulations.

Having a comprehensive estate plan in place is crucial for several reasons:

Asset distribution: An estate plan allows you to determine how your assets and properties will be distributed after your death. Without a plan, state laws will dictate the distribution, which may not align with your wishes.

Minimize disputes: A well-designed estate plan can help minimize the potential for conflicts among your beneficiaries. It provides clarity and instructions on how your assets should be distributed, reducing the likelihood of disputes and legal battles among family members.

Protect minor children: If you have minor children, an estate plan allows you to designate guardianship for them. You can specify who should take care of them in the event of your death, ensuring their well-being and providing peace of mind.

Avoid probate: Probate is a legal process that validates a will and oversees the distribution of assets. It can be time-consuming, costly, and may lack privacy. With an estate plan, you can utilize strategies like living trusts, which can help your assets bypass probate and be distributed more efficiently.

Minimize taxes: Estate planning can also help reduce estate taxes and other potential tax burdens. By utilizing strategies like gifting, charitable giving, and trusts, you can minimize the tax liability on your estate and preserve more assets for your beneficiaries.

Healthcare decisions: A comprehensive estate plan includes documents like a healthcare directive and a durable power of attorney for healthcare. These documents allow you to appoint someone you trust to make medical decisions on your behalf if you become incapacitated and are unable to communicate your wishes.

Business succession: If you own a business, an estate plan can facilitate a smooth transition of ownership and management after your death. It can help ensure that your business continues to operate successfully and that your interests are protected.

Peace of mind: Having a comprehensive estate plan in place provides peace of mind knowing that your wishes will be carried out, your loved ones will be taken care of, and potential conflicts or legal issues will be minimized. It offers a sense of control and security over your financial and personal affairs.

Make The Right Choices Today for Tomorrow By Planning Today

At Sandoval Legacy Group, we understand all the fears associated with estate planning. Our estate planning experience ensures that your estate plan is done right and is viable and complete when you need it. Our team ensures our services are customized, professional, seamless, and affordable. With thirty-plus years of experience as an estate planning law firm in Southern California, you will have the most experienced legal minds to guide you. 

Customized Estate Planning Services In Orange County, Riverside County, San Bernardino County, and Los Angeles County

The trusted estate planning lawyers at the Sandoval Legacy Group, a division of Holstrom Block & Parke, A Professional Law Corporation, have offices located throughout Southern California in Orange, Riverside, San Diego, San Bernardino, and Los Angeles counties.  If you have questions or concerns regarding your estate plan, special needs panning, elder or tax law, special needs planning, elder law, or probate, contact us or give us a call at (888) 502-2881 to schedule a complimentary consultation.

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With office locations throughout Southern California, Sandoval Legacy Group, a division of Holstrom, Block & Parke, offers comprehensive and personalized estate planning, special needs planning, trust administration, probate, and conservatorships expert services in Riverside County, San Bernardino County, Orange County, San Diego County, and Los Angeles County.

Why Choose Us?


Estate Planning

A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.

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Elder Law

Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.

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Please contact us if you need representation in probate court, or if you wish to avoid probate court altogether. Incorporating probate avoidance strategies into your overall estate plan is one of the greatest gifts you can leave your loved ones.

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Special Needs Trusts

In addition to being members of the Special Needs Alliance and the Academy of Special Needs Planners, our law firm can also advise you regarding the intricacies of administering a Special Needs Trust.

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