ESTATE PLANNING

Life Planning

This is an incredibly important part of estate planning. Life planning consists of organizing all of your assets. The creation of a living trust is a key part of estate planning. However, the living trust only provides protection if the trust is funded. This means that all of your assets have to be titled in the trustee’s name. All of your assets must be titled in your name as trustee. Before you can change title to your assets, you must first organize your assets. This organization will be including as a schedule to your trust. This process is a very efficient method to organize your estate. This process also works in conjunction with you own personal goals and plans.

Passing

We are all aware of our mortality. This is the main reason why most people delay in creating their estate plan. However, this part of estate planning is the easiest to understand. Estate planning protects your loved one in the event of your passing. With the appropriate estate planning document, your assets will pass to your beneficiaries.

With the appropriate documents, your estate will seamlessly pass to your beneficiaries. Additionally, The DLJ Law Firm’s attorneys also litigate disputes involving will, trusts, estates and real property. As such, we know the pitfalls that arise when estates are not planned thoroughly since we litigate these issues. Accordingly, The DLJ Law Firm’s attorneys apply this knowledge to our estate planning practice for the benefits of our clients. If you are someone you know is interested in planning their estate, contact The DLJ Law Firm today.