Protecting you and your family during your lifetime and at your death are the real goals of Estate Planning. Preserving as much of the value of your assets as possible by avoiding unnecessary expenses, costs, fees and taxes provides the most for you and your family during any incapacity you may experience while living and then at your death. Estate Planning allows you to direct how, to whom and when your assets will be distributed. Estate Planning should include identifying and keeping track of your assets on an ongoing basis and keeping track of changes in your life and family as you proceed through it.
Edith has been an Estate Planning lawyer since 1979. Please contact Edith J. White or call the office at (619) 297-7441 should you wish to schedule the free consultation regarding estate planning. Home bound and hospital visits are also available.
Trust(s)-Living Trusts
- Living Trust also referred to as Revocable Trust
- Revocable Trust (Several types available)
- Multi-state Trust
- Domestic Partnership Estate Plans
- Irrevocable Trust (Several types available)
- Special Needs Trust (for Disabled)
- Family Trust
- Domestic Partnership Trust
- Elder Law Trust
Wills
- Non-trust Will
- Trust Will
- Pour over into Trust Will
Power of Attorney for Financial Matters and Asset Management
- Immediate Power of Attorney (Durable)
- Springing Power of Attorney (Durable)
- Statutory Power of Attorney
Health Care Documents
- Advance Health Care Directive
- Authorization to Disclose Protected Health Information (HIPAA)
- Living Will
Assignments
- Document putting tangible personal property into Trust
- Other Assignments as needed
Asset Transfer Documents
- Real Estate Sales and Purchases (title vesting issues)
- Real Estate Property Transfer documents
- Quit Claim Deeds and Preliminary Change of Ownership Forms and Request for Exclusion from Property Reassessment
- Affidavit Death of Trustee
- Affidavit Change of Trustee
- Assignments
- Power of Appointments
- Spousal Property Petition (securing spouses community property rights where joint tenancy an issue)
- Heggstad Petition (putting property into a trust post death)
