Wills And Trusts Protect You And Your Loved Ones

Planning for the future and the unknown can be an uncomfortable but necessary part of life. It is important that you take steps toward protecting your property, assets and wishes in the event that you are unable to communicate your needs and wants due to incapacitation or death.

At The Law Office of Stuart A. McKenzie, I provide compassionate and tailored guidance to Californians in a range of estate planning matters, including the establishment of wills and trusts. For more information or to schedule an appointment to discuss your situation, contact my law firm today.

Why A Will Is Necessary

A will is a document that can be created in order to explicitly state what you wish to happen to your estate. That is, who gets what. By stating which beneficiaries are to receive portions of the estate through a will, the argument over assets may be minimized.

What Trusts Accomplish

In many cases, a trust may be more appropriate to protect a client’s assets and property. It is possible for a trust to be connected with a will or for it to stand on its own. I handle the establishment of many different types of trusts for clients, including living trusts, revocable trusts, special needs trusts and charitable trusts. Trusts can be used for a variety of goals, including:

• Avoiding probate
• Eliminating or minimizing estate taxes
• Designating assets for children from a previous marriage
• Supplementing the care of a special needs child
• Establishing charitable contributions from your estate

Other Estate Planning Documents

In addition to wills and trusts, my firm is able to guide clients through the establishment of a range of estate planning documents that are designed to protect your estate and loved ones, including:

• Powers of attorney
• Advance health care directives
• Estate tax planning
• Gifting
• Probate litigation
• Probate alternatives

Schedule A Consultation

For more information about wills, trusts or any other estate planning issues, contact me online or call 714-975-8396. I will meet with you, review your estate and determine how to best plan for the future and preserve your legacy for future generations.

I represent clients throughout Orange County and Southern California in communities such as Anaheim, Irvine, Tustin, Newport Beach, Santa Ana, Westminster, Fountain Valley, Garden Grove and Costa Mesa.