Don't let poor planning put everything you've worked for at risk. At San Diego Legacy Law, we create estate plans and asset protection strategies that help clients prepare for retirement, guard against the financial strain of long-term care, and leave a financial legacy for their loved ones.
Advanced Planning
Advanced estate planning is a necessary step for those who have over $5 million in assets. This type of planning goes beyond a basic will and involves strategies to minimize taxes, protect assets and heirs, and ensure that health care and financial decisions are made according to the individual's wishes. Many people are surprised to learn that their estate is advanced and and should consult with a professional to ensure their assets are protected.
Conservatorships
If a loved one becomes incapacitated or can no longer care for themselves, how can you help? And what is the legal process in California that gives you the power and authority to manage their health and personal affairs, along with necessary financial matters? One method provided in California law is a conservatorship.
Guardianships
In California, guardianships legally appoint someone to care for a child or manage their assets when parents can't. Types include: Guardianship of the Person (child's daily needs), Guardianship of the Estate (child’s finances), Temporary Guardianship (urgent, short-term care), and General Guardianship (long-term, comprehensive care). Starting the process requires filing a petition, notifying relevant parties, and undergoing a court review. The complex nature of guardianships makes an attorney's guidance crucial for navigating legal procedures and ensuring the child's best interests are prioritized, increasing the likelihood of a successful guardianship arrangement.
Estate Planning
At San Diego Legacy Law, we believe life is a gift. A comprehensive estate plan allows you to make the most of every moment and brings peace of mind knowing that you and your loved ones will be prepared for whatever the future holds. When you choose to work with our estate planning attorney, you can be assured that we'll go beyond simple document preparation to help you make informed decisions about planning for long-term care needs, passing assets to heirs, minimizing tax liability, and much more.
Probate
Probate is the legal process of settling a person's estate. It typically involves a number of steps, including proving the validity of the will, inventorying the deceased person’s property, paying outstanding debts, and distributing assets to heirs according to the terms outlined in the will. If you’ve been named the executor of a loved one's estate, contact San Diego Legacy Law for assistance with the probate process in California.
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Stepparent Adoption in California
San Diego Legacy Law, PC welcomes the opportunity to assist loving families through the stepparent adoption process in California. We guide our clients through each step with empathy and expertise. The process begins with filing an Adoption Request in the client's county and involves gathering essential documents, preparing for social services interviews, and conducting home studies. A crucial aspect is the termination of non-custodial parental rights, where the firm handles cases of uncooperative or hard-to-locate parents, and supports families already pursuing court termination of these rights. The adoption process culminates in a court hearing, marking the legal adoption and the issuance of a new birth certificate. Committed to family well-being and legacy, San Diego Legacy Law also offers services in Guardianships, Conservatorships, Wills and Trusts, Estate Administration, and Probate, ensuring personalized and professional legal support for each family's unique needs.