Zeldes Haeggquist & Eck, LLP | San Diego Estate Planning Attorneys

HELPING YOU ANSWER THE IMPORTANT QUESTIONS

At Zeldes Haeggquist & Eck, LLP we believe that a good estate plan should be affordable, save you money if you become incapacitated, give you peace of mind regarding the eventual disposition of your assets, and save your loved ones money after your death. Our estate planning department has had more than two decades of experience in preparing both wills and trusts, and administering probate and trust estates. In addition, we can institute conservatorships and guardianships when those become necessary.

TRUSTS, WILLS, AND ESTATE ADMINISTRATION

You’ve worked hard your whole life. You have family, pets, property, a business, cherished possessions, priceless memories. Who will take care of your children? Your significant other? Your pets? To whom do you want to leave your most precious items? To help evaluate your needs, we will help you work through these challenging questions:

Do I need a will? What happens if I die without a will? Can I use my will to name a guardian to care for my young children? Can I guarantee that my estate will go to my spouse and children? Can someone challenge my will after I die? What is a living trust? A durable power of attorney? A medical directive? Financial power of attorney? What if I have a significant other but we are not married?

PICKING THE RIGHT ESTATE PLAN

We are here to help you figure out the right plan for you. Contact us online or call us at 619-342-8000 for a free initial phone consultation. We handle all aspects of estate planning, including:

  • Wills (last will and testament)
  • Trusts (revocable, irrevocable, living, charitable, special needs)
  • Durable powers of attorney
  • Medical care planning (including living will, powers of attorney for health care and advanced
  • health care directives)
  • Probate and estate administration
  • Premarital agreements

MINOR CHILDREN

Do you have minor children? Minor children (under the age of 18) who receive an inheritance in excess of $5,000 are required to have a guardianship of their estate instituted on their behalf. While such guardianship may be terminated by the court at the court’s discretion, the appointment of a guardian of a minor’s estate is not an inexpensive proposition. In addition, the law may limit the manner in which the minor’s estate is managed, invested and distributed.

GEOGRAPHICALLY DIVERSE ASSETS

Do you hold property in more than one state; a vacation cabin in Vermont or a time-share in Hawaii? Normally, on the death of the owner of properties located in other states, an individual probate must be instituted in the state in which the asset is physically located. Those assets, whether real property or personal property, may also be placed in the name of the trustee of a California trust and therefore removed from separate probate actions in those other states.

NON-TRADITIONAL FAMILIES

Do you have a non-traditional family? A significant other but are not married? Unless you plan around the laws regarding distribution of property, your significant other or life partner may be passed over in favor of distribution of your estate to your biological family (including those distant cousins whom you haven’t seen in 30 years and never much liked anyway).

Zeldes Haeggquist & Eck, LLP | San Diego Estate Planning Attorneys

Contact our estate planning attorneys at Zeldes Haeggquist & Eck, LLP, in San Diego, California, for a free initial consultation. A lawyer at our firm can help you determine what type of estate structure best suits your needs and goals for the future.
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