Wills / Trusts / Estate Planning

Life has a way of sneaking up on us. As we live our lives, time passes quickly. It is easy to avoid planning for inevitable events like illness and death. At the Marcus Family Law Center, we understand that estate planning can seem like a hassle. That is why we strive to make it easier. Retain an MFLC attorney, and in less time than you think, you can have a comprehensive estate plan that accounts for your assets, your health care decisions, and the needs of your loved ones, in the event that you are incapacitated or die. Our experienced probate attorneys and staff will simplify your complex legal choices and explain them in plain language that is easy to understand. Ensure a lasting peace of mind in the knowledge that your needs, and those of your family members, will be covered in years to come. Whether you live in San Diego, Imperial, or Riverside County, the Marcus Family Law Center can help develop the estate plan that works best for you. We have the following estate planning tools available:

Wills

Wills are valuable tools that can give you control over the ways your assets will be distributed after your death. Let our attorneys and staff help you in drafting and enforcing wills in probate actions and in conjunction with a trust.

Trusts

Trusts allow people to protect assets, limit estate taxes, and set aside funds for specific purposes, including children’s education or medical service for a disabled loved ones or an elderly spouse. We can assist you in establishing revocable or irrevocable trusts, special needs trusts and other financial shelters that can protect your money over the long haul and ensure it goes to the people and/or organizations you choose. Our clients often ask us about living trusts, which they create while they are alive. When drafted and administered properly, a living trust can serve to reduce your estate taxes, circumvent the need for a probate of your estate and/or court supervision, and provide direction for the long-term management of your property.

Advanced Health Care Directives

Health care directives, physician directives and “living wills” are documents that outline your wishes regarding medical treatment in the event you are unable to make your own medical decisions due to illness or injury, specifying what types of care you want or do not want to receive, and designating an agent to make those decisions on your behalf.

Durable Power of Attorney for Finances

Durable Power of Attorney for Finances allows your chosen agent to have authority to manage your financial affairs if you are unable to do so while still alive.  The agent must act in the principal’s best interest, handling tasks like, but not limited to, managing bank accounts, paying bills, and filing taxes.