A New Year's Resolution Your Family Will Appreciate

Guest User

January 7, 2015

Asset Protection, Estate Plan, Estate, Estate Planning, Life Insurance, wills, will, Trust, TPP

Dust off that Will and Trust you had drawn up years ago. Where is it now, anyway? In a desk? Safe deposit box?

When was the last time you looked at it? Changes happen over time. Changes to your family, changes to your assets, and changes to the laws.

For 2015, resolve to have your documents reviewed. Perhaps they're fine, perhaps they just need a minor tweak to make them current. Either way, we are here to help. Now is the time for a review, so contact us today.

If you don't have an Estate Plan, now is the time. Contact us and, based on your needs, we will put together an Estate Plan suited to your specific situation, generally including:

Pour-over Will
Revocable Living Trust
Advance Health Care Directive
Durable Power of Attorney

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ELIZABETH A. TRESP, ATTORNEY AT LAW IS A MEMBER OF THE STATE BAR OF CALIFORNIA, THE SAN DIEGO COUNTY BAR ASSOCIATION, PROBATE ATTORNEYS OF SAN DIEGO, AND THE AMERICAN BAR ASSOCIATION. ELIZABETH A. TRESP IS ADMITTED TO PRACTICE BEFORE THE UNITED STATES TAX COURT AND THE UNITED STATES DISTRICT COURT, SOUTHERN DISTRICT OF CALIFORNIA. CONNECT TO ELIZABETH ON FACEBOOK, GOOGLE+, AND LINKEDIN. CONTACT US TODAY FOR ALL OF YOUR FAMILY'S LEGAL NEEDS, INCLUDING ESTATE PLANNING, WILLS, TRUSTS, TRUST ADMINISTRATION, ESTATE AND TRUST LITIGATION, PROBATE, TAX CONTROVERSY, TAX AUDITS, TAX PLANNING, ESTATE TAXATION, AND ALL ASPECTS OF FEDERAL & CALIFORNIA TAX LAW.

SERVING ALL OF SAN DIEGO COUNTY, INCLUDING SOLANA BEACH, ENCINITAS, DEL MAR, RANCHO SANTA FE, ESCONDIDO, LA JOLLA, CARLSBAD, CARDIFF-BY-THE-SEA, LEUCADIA, VISTA, SAN MARCOS, RANCHO BERNARDO, POWAY, CARMEL VALLEY, AND THE CITY OF SAN DIEGO. OFFICES IN SOLANA BEACH AND PACIFIC BEACH. CALL (858) 248-2779 OR (888) 814-5552 OR EMAIL FOR AN APPOINTMENT.