San Diego, CA – Preston Estate Planning has over three decades of experience helping clients across California with their trusts and estate planning needs. Their attorneys are knowledgeable and experienced, allowing them to offer personalized solutions to each client. Clients who choose them can rest assured that they will enjoy a trademarked process, the Life PlanTM, that guarantees peace of mind and protection for their wealth and assets.
The Elder Law Attorney at Preston Estate Planning has reviewed over 11,650 trusts and discovered a series of problems with most of them. The common problems were based on incapacity, taxes, and lack of protection for the beneficiaries. These deficiencies were potential loopholes that could be exploited to make life difficult for the clients and their loved ones. Preston Estate Planning addresses all of these problems by offering client education and rectifying hidden trust problems before it is too late.
Clients interested in safeguarding their wealth and investments today and in the future are welcome to participate in the law firm’s free webinar. The webinar educates clients and helps them discover the potential problems lurking in their trusts before it is too late to remedy. Those who do not already have a life plan trust in place can leverage the law firm’s experience and expertise to create one with the simple goal of saving money, protecting assets, and protecting their loved ones.
According to the Preston Estate Planning BBB Profile, they help clients create a Life Plan Trust which is a combination of best practices obtained from various attorneys around the country. After creating the Life Plan, they also mastermind the plan’s maintenance by carrying out an annual review of the estate plan, performing legal updates as the law changes, overseeing trust administration credits, documenting annual life plan events, offering legal advice, setting up a healthcare vault, performing asset funding verifications, and more. Each client will also enjoy free estate planning documents for their family members.
When the time is due, the estate planning lawyers help with the administration of trust while also helping family members deal with the complexities of such a process. They eliminate the overwhelming stress associated with the process by taking adequate legal steps to ensure a smooth process. The Preston Estate Planning team has assisted thousands of trustees in their responsibility of administering trust, and the firm is open to working with more clients. Get in touch by calling them on 619-298-7878 or visit them at 12396 World Trade Dr UNIT 301, San Diego, CA 92128, US. For more information, visit their website.
Media Contact
Company Name
Preston Estate Planning
Contact Name
John Preston
Phone
619-298-7878
Address
12396 World Trade Dr UNIT 301
City
San Diego
State
CA
Country
United States
Website
https://www.prestonestateplanning.com/