Wills And Trusts

Take A Proactive Approach To Wills And Trusts

Although no one wants to think about death, life is unpredictable. You should have a plan intact in case you become incapacitated or pass away unexpectedly. One of the best ways to protect your family in the event of your death is to create a will and trusts. These tools ensure that your assets will pass to your relatives or other loved ones.

This is where we come in. We are Taibi & Associates, a full-service law firm serving the San Diego metro area. Our team of attorneys has extensive experience in all aspects of estate planning law, including the creation of wills and trusts.

What To Know About Wills

A last will and testament is a document that designates your beneficiaries and stipulates which assets they should receive upon your death. Far too many people believe that they do not need to create a will unless they are elderly or ill. If you are an adult, you need a last will and testament to ensure that your estate assets pass to the people you choose. Without a will, the state will handle your assets and may not distribute them as you would have wanted.

How Trusts Can Continue Your Legacy

Trusts are financial arrangements in which one party places money or other assets into the care of a trustee for the sake of a beneficiary. A trust can also reduce the tax penalty on your assets and avoid the probate process. There are several trusts available, depending on your needs. These include:

  • Revocable trusts
  • Irrevocable trusts
  • Special needs trusts
  • Asset protection trusts
  • Charitable trusts

We will help you determine which trusts suit your family’s legal needs and then assist you to implement them.

Be Proactive – Contact Us For A Consultation

Call 619-354-1798 or send an email to schedule an initial consultation with Taibi & Associates. We can work with you to create the estate plan that you need. It is never easy to make end-of-life plans, but you will be glad that you acted proactively.