Do You Need an Estate Plan?

California Estate Planning Lawyers Help Families Future

Most people feel too busy to imagine a future that does not involve you taking care of your family, or may avoid thinking about this possibility. Even if you are considering creating an estate plan, it can be hard to make arrangements for your final days. In fact, only one third of Americans have a will, and fewer than half have any estate plans at all. Additionally, too many people think the estate planning process is limited to the wealthy or retired. As a result, many neglect the most important parts of financial planning, leaving family members to deal with legal and financial complications. The truth is that everyone can benefit from a solid estate plan, whether you need a simple will or complex trust and other documents.

The San Jose estate planning lawyers at the California law firm of Temmerman, Cilley & Kohlmann, LLP can provide you with a full range of estate services. We can take steps to protect your assets from unforeseen creditors, maintain privacy for your resources, avoid probate, protect beneficiaries and minimize estate taxes. With over ten decades of combined experience, our firm can guide you through the estate planning process and onto the path of certainty for your family’s future.

What Does the Estate Planning Process Include?

You cannot take your assets with you when you pass away, but you can control what happens to your property and resources. Our estate planning lawyers can ensure that your instructions are followed and wishes carried out. After you contact us, we can begin a comprehensive process of setting up the documents and entities you need, depending on your unique circumstances. Our estate planning lawyers can assist you if you need to:

  • Draft a will.
  • Plan provisions for family members with special needs.
  • Minimize legal fees and probate court costs.
  • Name an estate administrator and guardian for your children.
  • Update your life insurance and annuities.
  • Provide general counsel, review and update your estate plan.
  • Write instructions to divvy up your assets.
  • Plan and oversee transfer your businesses should you retire, become disabled or incapacitated.

Our San Jose estate planning attorneys listen to you and will provide you with all your options. In a consultation with our lawyers, you may explore a basic explanation of the estate planning process, or you may have an in-depth discussion of complex post-death or inter vivos transfers to beneficiaries; it all depends on your circumstances and your wishes. Whether you are developing your first estate plan or seeking a review or revision to an existing plan, our estate lawyers are ready, willing, and able to provide focused attention on your goals.

Do I Need a Lawyer for My Living Trust?

If you have a large estate or diverse assets, then you may benefit from creating a living trust as part of your estate plan. This keeps your assets safe and appoints a third party trustee, who acts in the best interests of the beneficiaries. However, it is essential that you and your estate planning lawyers review and discuss any current documents you have, as well as your immediate, short-term (one to nine years), and long-term (10+ years) goals for the control and ultimate transfer of assets to desired beneficiaries. If a trust is the best option, then we can advise you of your options.

Our estate planning lawyers provide counsel and advice on the creation of:

  • Revocable and irrevocable trusts
  • Intentionally defective grantor trusts
  • Special needs trusts
  • Charitable remainder and lead trusts
  • Qualified personal residence trusts
  • Grantor retained annuity trusts

Our San Jose estate planning attorneys’ services also include:

  • Advice and assistance on the creation of family limited partnerships, corporations or limited liability companies.
  • Analysis and advice relating to beneficiary designations on retirement, annuity and life insurance plans.
  • Selection of appropriate and qualified fiduciaries.
  • Recommendations relating to personalized communication of a client’s goals and objectives to loved ones.

Thinking of Drafting a Will? Consult with Our Estate Planning Attorneys at No Cost

Creating a blueprint for your family’s future is not something you do once and then forget about. Your life, your loved ones and your resources are always changing. That is why our estate planning lawyers do more than help you decide how to divide and handle your assets. We stay with you through every loss, gain and change in your life, and help you adjust your plans accordingly. Our law firm makes certain your beneficiaries are provided for and that your family has access to the future you envision for them.

No situation is too simple or too complex for our estate lawyers. To schedule a free consultation with one of our attorneys, call our San Jose office at (408) 290-7210 or our Danville office at (925) 233-4399. Otherwise, you can contact us online.

Our San Jose and Danville estate planning law firm represents clients in San Jose, Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.