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WILLS, TRUSTS & PROBATE -- ESTATE PLANNING ​

Estate Planning is a process. It involves your loved ones, your assets, and your thoughts and decisions about how best to provide for those loved ones. Most of all, it is the frank and open communication of your ultimate wishes and conclusions. 

 

A sound estate plan documents those wishes and conclusions and gives your decisions effect under the law, eliminating any opportunity for confusion or outside interpretation over what to do with your assets and how to provide for you and your loved ones during your life and even thereafter. It clearly and unambiguously provides your instructions for the management and distribution of your assets after your life, and may even be an effective tool in helping to preserve your assets and wealth for your beneficiaries, in reducing or postponing any estate taxes, and in minimizing court costs and fees as a result of administering assets through the court system--or "probate." 

 

No matter how big or small an estate, a sound estate plan can and will ensure that your assets are distributed according to your wishes. Moreover, a comprehensive estate plan will allow for the management of your financial and health matters in the event of incapacity, as well as name guardians for your minor children so as to plan for their continued care. We look forward to making a difference in your life, protecting your interests and those of your loved ones’. 

“Many clients, particularly the less affluent, do not update their estate plans on a regular basis, yet they continue to take estate planning actions, such as buying life insurance, designating pension beneficiaries, establishing brokerage accounts that will pass by beneficiary designation, and buying vacation homes and time shares (outside of ) California.” 

-- Continuing Education of the Bar (CEB) 

 

 Services

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Estate Planning Services

 

• Revocable "Living” Trusts 

• Wills 

• Probates 

• California Domestic Partnership               Estate Plans 

• Powers of Attorney 

• Medical Health Care Directives 

• Conservatorships and Guardianships 

• Community Property Agreements 

• Trust Administrations 

• Amendments / Changes to Current

  Estate Plans

 

Wills, Trusts  & Probate

Estate Planning can take the form of a will or trust, and should include other documents that allow loved ones to make important decisions if you are unable to, such as how to care for your minor children. 

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Legal Disclaimer 

The materials on this website have been prepared by KEUP LIM, APC for informational purposes only. This website is provided “as is,” without representation or warranties of any kind, either expressed or implied. You are encouraged to confirm the information contained herein through other sources. Reliance on any information provided by us or other visitors to the website is solely at your own risk. Your sole remedy for dissatisfaction with this website and/or content or information contained within this website is to stop using the website and/or the information contained herein. The information presented on this website is not intended as professional advice and should not be construed as such. The information presented on this website does not create an attorney- client relationship between KEUP LIM, APC and any reader of the information on this website. KEUP LIM, APC does not represent anyone solely based on a visit to this website. Persons viewing the information on this website should not act upon or refrain from acting upon this information without seeking advice from professional counsel. Any unauthorized use of material contained herein is at the user’s risk. KEUP LIM, APC is licensed to practice law in the state of California and maintains an office in San Diego, California. This website is not intended to be a solicitation, and KEUP LIM, APC does not wish to represent anyone seeking representation based upon viewing this website in any state or jurisdiction where this website fails to comply with all laws and ethical rules of the state or jurisdiction. By posting and/or maintaining this website and its contents, KEUP LIM, APC does not intend to solicit legal business from clients located in states or jurisdictions where KEUP LIM, APC is not licensed or authorized to practice law. This website is not intended to solicit clients for matters outside of the State of California.

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Contact Us

9740 Cuyamaca Street, Suite M, Santee, CA 92071

619-569-1835

 

©2020 by KEUP - LIM, APC