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Asset and Estate Distribution

Asset and Estate Distribution

Without a will, your assets are distributed according to state law. It is a misconception to think wills and trusts are beneficial only for the wealthy. The desire to have your estate be distributed as you wish is important, no matter your financial or social station in life. A skilled attorney prepares the proper documents and makes sure your final wishes are honored. Schlecht, Shevlin & Shoenberger, A Law Corporation has a team of lawyers at your disposal for your estate planning needs.

At Schlecht, Shevlin & Shoenberger, a Law Corporation our experienced staff of estate planning attorneys knows the ins and outs of probate and succession law. Common matters handled by an estate attorney include:

  • Preparation of a will and/or trust
  •  Health care directives
  • Agreements relative to community property
  • Irrevocable life insurance trusts
  • Preparation of a power of attorney

When undertaking these tasks, we give thorough analysis to the tax consequences of distribution so the desired result is achieved. Estate and gift tax consequences are reviewed and sound advice given so the effect is minimized. In addition to these services, we are adept at modification and amendment of current wills and/or trusts, making sure property is titled properly, ensuring the proper funding of a trust, review of your beneficiaries for life and retirement benefits, anticipating the possibility of a disability or incapacity and analysis of techniques employed to avoid probate. A solid plan for disposition of your estate upon death gives peace of mind that loved ones left behind are properly cared for and your final wishes seen through.

Protect what you have today, tomorrow and for generations to come. It is smart planning to have a plan for life’s possibilities. Make sure your estate is distributed as you want, not according to the rules of intestate succession. Giving yourself and your loved ones the peace of mind that goes along with a clear plan is the goal we strive for when you visit us for your estate planning needs. For all your estate planning needs, call an experienced Palm Springs estate planning attorney.

For more information about this article, contact Schlecht, Shevlin & Shoenberger.

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