Wills and Trusts: Building Your Estate Plan

At Palmer Rodak & Associates, we believe that no one should be without a will or trust arrangement. If you fail to write a will or establish a trust properly, you could burden your beneficiaries with years of litigation and outrageous taxes and fees. With just a few questions we can tell you if you need a living trust or if a will might suffice. Our attorneys have the expertise needed to ensure that your wishes are carried out exactly as you desire.

We understand that will and trust preparation is a sensitive topic, and we pledge to deal with you in an empathetic, professional and confidential manner. We have the experience required to transfer your estate with as little cost and inconvenience as possible under the law. By preparing for the future with care, we can help you and your beneficiaries avoid potential problems in the future.

Questions? Please contact us by completing our online contact form. You may also call our Oceanside office at 760-712-3889 or our Del Mar office at 858-356-4568.

Do I Need a Will?

The most basic component of an estate plan is a will. This document states your wishes to be carried out upon your death, including where you want your assets to go and to whom, naming guardians for your minor children, and much more.

A will is for everyone — not just the wealthy, not just for older adults. Single individuals, parents with small children, parents with grown children, individuals who are remarried: Wills are for everyone. Working with a lawyer is key to make sure that your will is custom tailored to meet your needs.

Do I Need a Trust?

A trust is a powerful estate planning tool that allows an individual to place property into it, thereby protecting that property from the process of probate and transferring it to designated beneficiaries.

There are many types of trusts available. Choosing a trust (or trusts) that is right for you is a discussion to be had with an estate planning attorney. We can help you determine if an inter vivo trust, AB trust, special needs trust, revocable living trust or another type of trust is right for you.

Estate Planning Services

In addition to helping you create a will and trust, we offer advice and counsel in a broad range of estate planning matters:

  • Probate administration
  • Tax avoidance
  • Probate litigation
  • Will and trust challenges
  • Guardianships and conservatorships
  • Living will and advance health care directive issues
  • And other estate and beneficiary rights matters

The Estate Planning and Family Lawyers People Trust

For a free consultation with an estate planning lawyer at Palmer Rodak & Associates, in Oceanside and Del Mar, call 858-356-4568, or contact us online.