Who Needs an Estate Plan and When?
Every person who owns a house needs to have an Estate Plan and because you are a resident and/or a homeowner in Sorrento Valley, you need one. At Jenkins & Jenkins, we can help you choose the plan that is specifically tailored for you. Located about 17 miles from Downtown San Diego, Sorrento Valley is home to a very laid back lifestyle. It was originally built as a hub for industrial corporations, but has since become a go-to destination for most families. The neighborhood is close to the University of California San Diego, Mira Mesa, and Torrey Pines so there are a range of residents who live in the area. We can help you create an Estate Plan that suits the laid back lifestyle of the Sorrento Valley area. We think about your entire family when we create the plan so you won’t have to spend unnecessary time and money anywhere else.
So why do homeowners and residents need a good Estate Plan? There are various reasons why Sorrento Valley area families would consider meeting with an Estate Planning attorney like Jenkins & Jenkins. Avoiding probate is the most common reason families come to Estate Planning attorneys – no one likes or wants to undergo the process of Probate, where a Judge decides who gets what from your estate, and only after a multi-year process involving costly attorney fees. Being a homeowner in the Sorrento Valley area, your estate would certainly be forced into Probate without a proper plan in place. Another reason is to reduce estate taxes for high net-worth individuals. Certain trusts can be included in your Estate Plan to reduce or even eliminate taxes for most couples, individuals, and families, but the most important part is having a team behind you that is constantly planning based on existing and proposed laws. An Estate Planning attorney also helps with protection; the protection of your beneficiaries and your assets. Most commonly, people just want to avoid a mess when it comes to handling estate affairs so they aim to work with an attorney to make an effective Estate Plan, but there can be times where planning for protection of your assets while you are alive is extremely important, in particular when you run your own business or have rental homes. And thankfully, we do everything in our power to help you establish the best possible Estate Plan, whatever your reason may be.
When you choose to work with Jenkins & Jenkins, we will provide you with the best Sorrento Valley Estate Planning Attorney that will answer all your questions and take care of your needs. We want to prove to you that we are the Estate Planning Law Firm that Sorrento Valley trusts and enjoys working with. We will discuss your unique situation together with any other financial professionals you have established a relationship with to set you on a path that is most beneficial to you and your heirs.
