San Diego, CA – People work hard to accumulate assets that can one day help them buy a home, pay for their grandchildren’s college tuition, or provide a safety net for their sunset years. Whether an individual’s priority is to ensure their heirs follow health directives, minimize estate taxes, or protect wealth, Weiner Law can create an estate plan that addresses their specific objectives.
The firm’s estate planning attorney in San Diego helps clients leave clear instructions for what will happen to them and their assets upon death. They also communicate clients’ wishes regarding medical and financial decisions should they become incapacitated. Since no two families are the same, they create a relationship with each individual to understand their family dynamics and wishes before designing a plan or document to protect beneficiaries and build a legacy.
Without an estate plan, the court decides on wealth/asset distribution, which may not align with the deceased person’s wishes. Weiner Law sees numerous clients who have lost a loved one and are navigating the probate process that follows. The San Diego probate attorney approaches each case with respect, integrity, and compassion.
Probate in California is a court-supervised process in which an individual’s property is distributed to beneficiaries, and their estate is settled once they pass away. With a will, an executor manages the probate process. Without a will, the California laws of intestate succession dictate property distribution. During the process, the court assesses the assets to determine their total value, and the executor takes responsibility for settling the taxes and debts before distributing the remainder.
At Weiner Law, the goal is to ensure that the client understands the terms of probate administration. The firm’s San Diego probate lawyer then assists with the administrative duties. They help post a bond, inform creditors, determine the value of assets/property, pay the fees and debts, and distribute assets. Though many people desire to avoid probate, Weiner Law advises clients to create a sound strategy to ensure an estate falls into the right hands.
About Weiner Law
Weiner Law believes that a legacy is more than the financial assets an individual plans on leaving for their family. Many people also desire to pass on their stories, experiences, insights, and value to future generations. For this reason, they give clients a chance to record touching moments and the wisdom acquired in a lifetime. The team also builds long-term relationships to update estate planning documents, especially after a significant event or changes in the law.
Media Contact
Name
Weiner Law
Contact name
Daniel R. Weiner
Contact phone
858-333-8844
Contact address
12707 High Bluff Drive Ste. 125
City
San Diego
State
California
Zip
92130
Country
United States
Url
https://weinerlegacylaw.com/
COMTEX_450529578/2737/2024-04-08T09:11:34
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Unique Analyst journalist was involved in the writing and production of this article.