Creating The Estate Plan That Helps You Achieve Your Goals
Well-crafted estate plans can address a variety of concerns about what your future holds. The legal documents that you choose to include in your plan can streamline the inheritance process, minimize your tax obligations and protect your physical and financial well-being in the event of your incapacitation. This list is not exhaustive; there are many more benefits that you and your loved ones can secure with careful planning.
Finding the best solution for your needs is not easy, but at Edsall Law, we have the insight necessary to help you make sound choices and protect what matters to you. Our attorneys share 35 years of legal experience that they use to customize estate plans for clients throughout Southern California. Whether you need assistance designing or updating your estate plan, we are ready to help.
Identifying The Legal Tools That Meet Your Needs
At Edsall Law, we don’t believe that estate plans need to be overly complex. They should, however, be current so that they reflect your circumstances and concerns. When you consult with us, we will invite you to share your situation with us so that we can help you determine which legal instruments will allow you to achieve your objectives.
As your life changes, so should your estate plan. We are able to draft and revise a variety of estate planning tools that include:
- Wills
- Durable powers of attorney
- Advance health care directives
- Trusts
In addition to these services, our attorneys regularly advise clients on long-term care planning and succession plans. Founding partner David Edsall has assisted business owners operating in a range of industries for decades. He understands the concerns that owners have as they make plans for their impending golden years.
Shareholder partner Katherine Edsall Wells is a board-certified specialist in estate planning, trust and probate. Few California attorneys hold this distinction, which is earned through demonstrated legal ability and legal knowledge.
As our client, you will gain access to our lawyers’ extensive insight and substantial legal skills. You should expect nothing less when your legacy is at issue.
To aid the process of working together, you may download and fill out our estate planning questionnaire that suits your situation:
Learn More About Our Services
You can arrange a private consultation with a knowledgeable lawyer via our online form or by calling 805-633-5140. From our office in Camarillo, we are proud to assist individuals and families throughout Ventura County and Southern California.