San Bernardino Estate Planning Lawyer Assisting People Throughout the Inland Empire

wealth preservation and estate planningEstate planning is becoming increasingly important due to the aging of the baby boomers. It is crucial that you have a plan in place, which handles how you will be cared for as you get older and how your assets will be handled once you pass away. Doing so reduces stress upon your loved ones and minimizes the chance of fighting after your death. Handling such issues helps one to enjoy their later years due to reduced stress over the future. A sad truth, however, is that estate planning is being ignored and avoided by far too many people. Our San Bernardino estate planning lawyer assists people in Rancho Cucamonga, and throughout the Inland Empire, with a wide range of issues. Contact our office today to speak with an attorney.

San Bernardino estate planning attorneys helping Inland Empire residents prepare for future medical care and the division of assets

Being prepared for your future care and having a plan in place for the division of your wealth is a necessity. Making such plans helps to ensure that your heirs are not left to probate an intestate estate or that you are not subject to a conservatorship in the event that you become infirm. Issues that should be handled as part of a comprehensive estate plan include:

  • The preparation of a last will and testament
  • The preparation of a medical power of attorney
  • Preparing a financial power of attorney
  • Setting up a living trust

In handling these matters it is important that you retain an attorney who understands the specifics of your situation. Certain types of assets, for example, can be transferred outside of a probate and your ownership of such assets can impact how your estate plan should be drafted. Ensuring that the funding of a living trust is properly managed can help to ensure that a court supervised trust administration does not become necessary. Most importantly, employing an experienced estate planning lawyer helps to ensure that unforeseen issues do not arise after one has passed away or become otherwise infirm. For these reasons, it is highly suggested that you retain counsel who practices heavily in this area.

Candice Garcia-Rodrigo practices heavily in the area of estate planning and probate law. We will use your initial consultation to determine your overall goals and give you an honest assessment as to whether your goals are realistic. We will then work to develop a plan so that your future needs are met in a way, which provides both you, your loved ones, and your heirs as little inconvenience as possible. We understand that these are important decisions and we take our role in assisting you very seriously. Contact us today to speak with an attorney. We service San Bernardino, Rancho Cucamonga, Fontana, Ontario, Victorville, Rialto, Hesperia, Chino, Upland, Apple Valley, Redlands, Highland, Colton, Yucaipa, Montclair, elsewhere in the Inland Empire, as well as Los Angeles.

California estate planning lawyer taking a proactive approach when helping her clients

We understand that people do not want to worry about estate planning. They want to, and should, spend their time focusing on family, friends, their career, and other important aspects of their lives. By taking a proactive approach our lawyer hopes to make the process as streamlined as possible so that you can focus on the more important aspects of life. Once your estate plan is in place we will follow up with you in five-year intervals to ensure that your last will and testament, your living trust, and any other documents are up to date and reflect your current desires. We also ensure that we are accessible to answer your questions. Candice returns all phone calls and emails promptly, and copies clients on all correspondence. We will focus on your estate planning so you can focus on the important business of living life.

All cases must be properly reviewed prior to determining applicable law and likely conclusion.

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