Our Firm
It is the most natural feeling in the world to want to pass on a legacy to your children. You have worked to accumulate assets that one day can help them to buy a home, pay for your grandchildren's college tuition or provide a safety net to ensure that they never find themselves in financial peril.
Weiner Law was established to help you to transition your assets to the next generation in a way that takes account of your particular family circumstances.
How do we do that?
Getting To Know You
Estate planning is deeply personal.
Every family that we work with has unique dynamics and varying concerns. Some people are concerned about assets being lost if they pass away and their surviving spouse remarries. Some are concerned about protecting their assets from future creditor issues, bankruptcies or lawsuits. For others the priority is to minimize estate taxes so that as much as possible of what is left behind will be used for the benefit of family members and not be lost to the IRS.
Uncovering what your specific priorities are is where our process begins. Only by getting to know you and your family dynamics can we be in a position to advise on what is the best plan for you.
This Is Not About Documents
Estate planning is not about documents. Documents are, of course, the byproduct of much of the work that we do. Documents give effect to the specific objectives that you set. Our role is to guide you in the decision making process towards being able to set those objectives. Documents can be purchased online. It is the advice and guidance that distinguishes us as your San Diego estate planning attorneys. A technically perfect document will lead to a failed estate plan if that technically perfect document doesn't reflect the wishes of the client.
This Is About Assets
Comprehensive estate planning requires a full analysis of your assets. If you have assets that would go through probate after you pass away, we will want to transfer those into a trust. If you have retirement accounts, there are complex laws that govern how these accounts will be taxed when inherited by your family. These laws must be carefully analyzed alongside your specific objectives. If you have net assets that could potentially be subject to the federal estate tax, we will need to consider whether implementing certain advanced planning strategies may be appropriate with a view to reducing or even eliminating your family's estate tax exposure.
Once this analysis has completed and your trust has been designed and signed, it is critical for assets to be transferred into the trust. Assets often get overlooked or are improperly transferred, leading to a failed plan. At Weiner Law, we produce a list of your assets and give you specific instructions as to how each asset should either be transferred to your trust or have beneficiaries re-designated. Our San Diego trust attorneys will work with you to ensure that this important process is completed.
Weiner Law
12707 High Bluff Drive Ste. 125
San Diego CA, 92130
(858) 333-8844
https://weinerlegacylaw.com/
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