Helping You Plan for the Future and Protect Your Loved Ones

Feldman Law Group is here to help you navigate the estate planning process. We know that there is a lot to consider, and attempting to take on this task alone can be overwhelming. Our team is here to help make sure your best interests are protected. 

We have extensive experience handling a wide range of estate planning and probate matters, and we are prepared to put that knowledge to work for you.

Call our firm today at (925) 208-4543 to learn more about our estate planning services in Lafayette.

Estate Planning Services

Estate planning is a vital component of managing your assets and protecting your financial well-being for yourself and your loved ones. Generally, estate planning helps you decide what happens to your assets after you pass, and it also accounts for what should happen if you become incapacitated.

California has unique laws and regulations that govern estate planning. Our team is here to help guide you through the red tape. We are equipped with the experience and knowledge to make sure your assets and property are distributed according to your wishes. Our lawyers can also prepare for the worst, making sure you are protected in the event of an incapacitating incident.

Probate

Probate is the legal procedure that manages someone’s estate after death. A judge validates the deceased person's will and supervises the distribution of their assets. 

In some situations, probate is unavoidable. However, we can help you create a good estate plan that could avoid the delays and expenses probate often creates. 

We understand the legal requirements for probate in California, which can vary depending on the assets involved. Working with our team, you can get through the probate process smoothly and efficiently, ensuring your assets are distributed according to your wishes.

Revocable Living Trusts

When planning for your estate, make sure you understand the benefits of a revocable living trust. This is a financial entity that helps people distribute their assets, reduce estate taxes, and avoid probate court. 

The main advantage of a revocable living trust is its ability to transfer assets to beneficiaries without court intervention. 

Our team understands the specific regulations and guidelines for creating a living trust in California. With our guidance and experience, we can help make sure that your trust effectively, efficiently carries out your wishes. We are here to provide proper estate planning, giving you peace of mind that your loved ones will be cared for.

Real Estate Transfers

When it comes to estate planning, transferring real estate can be a complicated process. California has rigid laws and regulations regarding these transactions. 

We understand how these laws can affect your real estate transfers, and we have strategies in place to help make the process run more smoothly.

One approach we take is to help you set up a trust. This financial entity offers flexibility and control over your assets. A trust allows you to determine exactly how your real estate is handled after your death. 

Another option we have is using a quitclaim deed. This is a legal document specifically designed to transfer ownership of real property. Quitclaim deeds are helpful when transferring property intrastate or between family members. 

Our team is here to assess your estate and create a personalized plan that meets your needs. We can help make sure all your real estate transfers are done correctly and in compliance with California law.

We can assist you with any estate planning issue, including:

• Mediation
• Wills and trusts
• Legacy planning
• Asset protection
• Charitable giving
• Irrevocable trusts
• Estate tax planning
• Trust administration
• Retirement planning
• Estate administration
• Contingency planning
• Financial powers of attorney
• Advance health care directives
• And much more!

To meet with our Lafayette estate planning legal team, contact us online today.